Employees' Profit Sharing And Salary Reduction Plan Of The Blakley Corporation — Form 5500 plan (The Blakley 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, Employees' Profit Sharing And Salary Reduction Plan Of The Blakley Corporation is a benefit plan reported by The Blakley Corporation under EIN 35-0182105 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $8,578,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Blakley Corporation
- EIN
- 35-0182105
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $8,578,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241009145850NAL0010750355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,578,507
- Total liabilities (EOY)
- $15,000
- Net assets (EOY)
- $8,563,507
- Net assets (BOY)
- $7,212,349
Income & contributions
- Employer contributions
- $158,512
- Participant contributions
- $540,551
- Total contributions
- $935,497
- Total income / additions
- $2,105,511
Expenses & distributions
- Benefits paid
- $701,542
- Administrative expenses
- $52,811
- Total expenses
- $754,353
- Net increase / (decrease)
- $1,351,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,448 | $0 | 2023 |
| Shepherd Financial Investment | ADVISOR | $15,367 | not reported in the loaded dataset | 2023 |
| Katz Sapper & Miller | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Blakley Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Fidelity Investments Institutional — Schedule C compensation
- Shepherd Financial Investment — Schedule C compensation
- Katz Sapper & Miller — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation