Blanco Futures, LLC 401(K) Plan — Form 5500 plan (Economy Transportation & Logistics, 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, Blanco Futures, LLC 401(K) Plan is a benefit plan reported by Economy Transportation & Logistics, LLC under EIN 47-2269343 and plan number 001. The latest loaded filing year is 2023. The filing reports 78 participants and $1,356,858 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,352,613
Participants78Covered participants reported
Assets / participant$17.4KComputed: assets ÷ participants$17,396 (computed)
Provider compensation$10.2K2 Schedule C provider row(s)$10,224
Plan sponsor
Economy Transportation & Logistics, LLC
EIN
47-2269343
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378H, C20241015171735NAL0015158643001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$4.2K
Money in vs. money out
Total income / additions$407.8K
Total expenses$387.8K
Benefits paid / distributions$374.5K
Contributions
Employer$77.6K
Participant$146.9K
Full reported line items

Net assets

Total assets (EOY)
$1,356,858
Total liabilities (EOY)
$4,245
Net assets (EOY)
$1,352,613
Net assets (BOY)
$1,332,592

Income & contributions

Employer contributions
$77,636
Participant contributions
$146,869
Total contributions
$224,505
Total income / additions
$407,788

Expenses & distributions

Benefits paid
$374,475
Administrative expenses
$10,155
Total expenses
$387,767
Net increase / (decrease)
$20,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Mgmt., Inc.TPA$8,867not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$1,287$702023

Related Form 5500 pages