Backlund Investment Co Profit Sharing & 401(K) Plan — Form 5500 plan (Backlund Investment Co)
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, Backlund Investment Co Profit Sharing & 401(K) Plan is a benefit plan reported by Backlund Investment Co under EIN 37-0898008 and plan number 003. The latest loaded filing year is 2023. The filing reports 226 participants and $38,541,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Backlund Investment Co
- EIN
- 37-0898008
- Plan number
- 003
- Plan type
- 2
- Location
- Peoria Heights, IL
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $38,541,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240731092345NAL0014178755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,541,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,541,276
- Net assets (BOY)
- $33,841,955
Income & contributions
- Employer contributions
- $224,976
- Participant contributions
- $687,728
- Total contributions
- $987,591
- Total income / additions
- $5,918,429
Expenses & distributions
- Benefits paid
- $1,160,650
- Administrative expenses
- $58,458
- Total expenses
- $1,219,108
- Net increase / (decrease)
- $4,699,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $34,496 | $0 | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |
| Nbt Capital Management | NONE | $0 | $0 | 2023 |