Blach Construction Company Retirement Plan — Form 5500 plan (Blach Construction Company)
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, Blach Construction Company Retirement Plan is a benefit plan reported by Blach Construction Company under EIN 94-2224284 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $37,336,990 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$37.3MPlan net assets, end of year$37,313,905
Participants146Covered participants reported
Assets / participant$255.7KComputed: assets ÷ participants$255,733 (computed)
Provider compensation$124.2K4 Schedule C provider row(s)$124,224
- Plan sponsor
- Blach Construction Company
- EIN
- 94-2224284
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241004152633NAL0024023186001 |
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)$37.3M total assets
Net assets$37.3MLiabilities$23.1K
Full reported line items
Net assets
- Total assets (EOY)
- $37,336,990
- Total liabilities (EOY)
- $23,085
- Net assets (EOY)
- $37,313,905
- Net assets (BOY)
- $31,524,690
Income & contributions
- Employer contributions
- $1,810,691
- Participant contributions
- $1,392,981
- Total contributions
- $3,371,562
- Total income / additions
- $8,109,683
Expenses & distributions
- Benefits paid
- $2,170,018
- Administrative expenses
- $132,005
- Total expenses
- $2,320,468
- Net increase / (decrease)
- $5,789,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Saratoga Research & Investment Mmgt | INVESTMENT ADVISOR | $51,995 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Svcs, LLC | INVESTMENT ADVISOR | $39,719 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services | THIRD PARTY ADMIN | $20,788 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,722 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blach Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Saratoga Research & Investment Mmgt — Schedule C compensation
- Cbiz Investment Advisory Svcs, LLC — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation