Frank L Blum Construction Co., Inc 401(K) Profit Sharing Plan — Form 5500 plan (Frank L Blum Construction Co., 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, Frank L Blum Construction Co., Inc 401(K) Profit Sharing Plan is a benefit plan reported by Frank L Blum Construction Co., Inc under EIN 56-0613173 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $17,153,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank L Blum Construction Co., Inc
EIN
56-0613173
Plan number
002
Plan type
2
Location
Winston-Salem, NC
Latest filing year
2023
Participants
260
End-of-year plan assets
$17,153,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241014084038NAL0026838449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,153,777
Total liabilities (EOY)
$0
Net assets (EOY)
$17,153,777
Net assets (BOY)
$13,155,036

Income & contributions

Employer contributions
$210,592
Participant contributions
$1,575,162
Total contributions
$1,839,352
Total income / additions
$4,529,853

Expenses & distributions

Benefits paid
$417,110
Administrative expenses
$109,266
Total expenses
$531,112
Net increase / (decrease)
$3,998,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$59,806$02023
One Digital Investment AdvisorsNONE$45,466not reported in the loaded dataset2023
Nextcapital Group, Inc.NONE$5,360not reported in the loaded dataset2023

Related Form 5500 pages