Blanchard Training & Development Inc. 401(K) Plan — Form 5500 plan (Blanchard Training & Development 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, Blanchard Training & Development Inc. 401(K) Plan is a benefit plan reported by Blanchard Training & Development Inc. under EIN 95-3310167 and plan number 003. The latest loaded filing year is 2023. The filing reports 309 participants and $55,569,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blanchard Training & Development Inc.
- EIN
- 95-3310167
- Plan number
- 003
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $55,569,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240813125717NAL0017995216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,569,584
- Net assets (EOY)
- $55,569,584
- Net assets (BOY)
- $48,385,444
Income & contributions
- Employer contributions
- $498,305
- Participant contributions
- $2,572,062
- Total contributions
- $3,309,304
- Total income / additions
- $12,562,342
Expenses & distributions
- Benefits paid
- $5,283,475
- Administrative expenses
- $94,727
- Total expenses
- $5,378,202
- Net increase / (decrease)
- $7,184,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $44,778 | not reported in the loaded dataset | 2023 |
| Benefit Financial Service | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Redwitz Inc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $5,457 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $42 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blanchard Training & Development Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Escondido, CA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Benefit Financial Service — Schedule C compensation
- Redwitz Inc — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation