2023 Form 5500 filing — Blankenship Cpa Group 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015074724NAL0048410192001) for Blankenship Cpa Group 401(K) Profit Sharing Plan, reported by Blankenship Cpa Group, Pllc under EIN 45-0491842 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074724NAL0048410192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blankenship Cpa Group, Pllc
- EIN
- 45-0491842
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,527,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,527,725
- Employer contributions
- $269,116
- Participant contributions
- $1,056,350
- Total income / additions
- $3,513,496
- Benefits paid
- $1,349,387
- Administrative expenses
- $49,226
- Total expenses
- $1,398,613
- Net increase / (decrease)
- $2,114,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagespring Wealth Partners | INVESTMENT ADVISOR | $35,048 | not reported in the loaded dataset |
| Capital Group Plan Services | RECORDKEEPER | $12,288 | $0 |
| Acuff & Associates | CONTRACT ADMIN | $1,635 | not reported in the loaded dataset |