Blower-Dempsay Corporation Retirement Savings Plan — Form 5500 plan (Blower-Dempsay Corporation)
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, Blower-Dempsay Corporation Retirement Savings Plan is a benefit plan reported by Blower-Dempsay Corporation under EIN 33-0208548 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $21,309,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blower-Dempsay Corporation
- EIN
- 33-0208548
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $21,309,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240910134931NAL0003541587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,309,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,309,126
- Net assets (BOY)
- $19,119,909
Income & contributions
- Employer contributions
- $154,326
- Participant contributions
- $1,101,256
- Total contributions
- $1,337,951
- Total income / additions
- $4,439,711
Expenses & distributions
- Benefits paid
- $2,167,635
- Administrative expenses
- $82,496
- Total expenses
- $2,250,494
- Net increase / (decrease)
- $2,189,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $82,496 | $0 | 2023 |
| Nuveen Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Pioneer | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| Manning & Napier | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blower-Dempsay Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Nuveen Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Janus Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Pioneer — Schedule C compensation
- Legg Mason — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Invesco — Schedule C compensation