Bliley Technologies, Inc. Pension Plan — Form 5500 plan (Richards & Associates P.C.)
Plain-English plan 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, Bliley Technologies, Inc. Pension Plan is a benefit plan reported by Richards & Associates P.C. under EIN 23-2938035 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $8,729,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richards & Associates P.C.
- EIN
- 23-2938035
- Plan number
- 002
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $8,729,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20250324104735NAL0012569185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,729,854
- Net assets (EOY)
- $8,729,854
- Net assets (BOY)
- $8,300,654
Income & contributions
- Employer contributions
- $1,004,997
- Total contributions
- $1,004,997
- Total income / additions
- $1,904,198
Expenses & distributions
- Benefits paid
- $761,560
- Administrative expenses
- $713,438
- Total expenses
- $1,474,998
- Net increase / (decrease)
- $429,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Lewis & Bockius Llp | NONE | $82,837 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $79,144 | not reported in the loaded dataset | 2023 |
| Schaffner, Knight, Minnaugh & Co | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Definiti | NONE | $8,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richards & Associates P.C.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Schaffner, Knight, Minnaugh & Co — Schedule C compensation
- Definiti — Schedule C compensation