Backlund Investment Co. Employee Stock Ownership Plan And Trust — 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. Employee Stock Ownership Plan And Trust is a benefit plan reported by Backlund Investment Co under EIN 37-0898008 and plan number 004. The latest loaded filing year is 2023. The filing reports 232 participants and $21,503,709 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
- 004
- Plan type
- 2
- Location
- Peoria Heights, IL
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $21,503,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240730155517NAL0013590211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,503,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,503,709
- Net assets (BOY)
- $20,473,295
Income & contributions
- Employer contributions
- $285,298
- Total contributions
- $285,298
- Total income / additions
- $2,115,388
Expenses & distributions
- Benefits paid
- $1,057,829
- Administrative expenses
- $27,145
- Total expenses
- $1,084,974
- Net increase / (decrease)
- $1,030,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $13,980 | not reported in the loaded dataset | 2023 |