The Blackbeard Companies 401(K) Plan — Form 5500 plan (Blackbeard Operating, LLC)
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, The Blackbeard Companies 401(K) Plan is a benefit plan reported by Blackbeard Operating, LLC under EIN 32-0442543 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $24,229,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blackbeard Operating, LLC
- EIN
- 32-0442543
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $24,229,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20240916134321NAL0001560577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,229,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,229,858
- Net assets (BOY)
- $19,619,899
Income & contributions
- Employer contributions
- $2,518,143
- Participant contributions
- $2,747,112
- Total contributions
- $5,467,801
- Total income / additions
- $8,987,536
Expenses & distributions
- Benefits paid
- $4,297,780
- Administrative expenses
- $72,813
- Total expenses
- $4,377,577
- Net increase / (decrease)
- $4,609,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | NONE | $42,537 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $22,914 | not reported in the loaded dataset | 2023 |
| Pasi LLC | NONE | $7,315 | $10,000 | 2023 |
| Empower Annuity Insurance Company O | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blackbeard Operating, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Pasi LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation