Blackburn, Childers & Steagall 401k Profit Sharing Plan — Form 5500 plan (Blackburn, Childers & Steagall, Plc)
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, Blackburn, Childers & Steagall 401k Profit Sharing Plan is a benefit plan reported by Blackburn, Childers & Steagall, Plc under EIN 62-0647474 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $16,438,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blackburn, Childers & Steagall, Plc
- EIN
- 62-0647474
- Plan number
- 001
- Plan type
- 2
- Location
- Johnson City, TN
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $16,438,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241014133239NAL0013355523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,438,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,438,578
- Net assets (BOY)
- $13,530,172
Income & contributions
- Employer contributions
- $393,250
- Participant contributions
- $872,807
- Total contributions
- $1,289,217
- Total income / additions
- $3,522,703
Expenses & distributions
- Benefits paid
- $594,765
- Administrative expenses
- $19,388
- Total expenses
- $614,297
- Net increase / (decrease)
- $2,908,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Purshe Kaplan Sterling Inv | ADVISOR | $8,123 | not reported in the loaded dataset | 2023 |
| Bcs Wealth Management | INVESTMENT ADVISOR | $5,515 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blackburn, Childers & Steagall, Plc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Johnson City, TN
- Purshe Kaplan Sterling Inv — Schedule C compensation
- Bcs Wealth Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation