Plan5500

Blauch Brothers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Blauch Brothers, Inc.)

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, Blauch Brothers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Blauch Brothers, Inc. under EIN 54-0695169 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $10,986,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blauch Brothers, Inc.
EIN
54-0695169
Plan number
002
Plan type
2
Location
Harrisonburg, VA
Latest filing year
2023
Participants
158
End-of-year plan assets
$10,986,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241216131604NAL0001202449002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,986,173
Net assets (EOY)
$10,986,173
Net assets (BOY)
$9,167,457

Income & contributions

Employer contributions
$762,649
Participant contributions
$589,037
Total contributions
$1,351,686
Total income / additions
$2,673,402

Expenses & distributions

Benefits paid
$799,903
Administrative expenses
$54,783
Total expenses
$854,686
Net increase / (decrease)
$1,818,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pbmares Wealth Management LLCNONE$28,452not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$17,703$02023
Wells Fargo AdvisorsNONE$8,628not reported in the loaded dataset2023

Related Form 5500 pages