Plan5500

Black & Mcdonald, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Black & Mcdonald, Inc. (EIN 52-2021787) is a plan sponsor located in Kansas City, MO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-2021787
Location
Kansas City, MO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Black & Mcdonald, Inc.

  • 2 loaded plans hold $12.6M in reported assets.
  • The largest, Black & Mcdonald, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 673 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.6MSummed across loaded plans$12,556,015
Total reported assets$12.6M$12,556,015
Total reported participants673
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$12.6MLiabilities$0
Contributions & income
Employer contributions$790.4K
Participant contributions$1.4M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.5M
Net increase / (decrease)$624.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Black & Mcdonald, Inc. 401(K) Plan
Participants per plan337Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Black & Mcdonald, Inc. 401(K) Plan$12.6M
    Plan #001 · 387 participants · 2023
  2. 2
    Black & Mcdonald, Inc. Medical, Dental, Life And Disability Plannot reported in the loaded dataset
    Plan #501 · 286 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Black & Mcdonald, Inc.. Open one for its full reported snapshot.

  1. 2023
    Black & Mcdonald, Inc. Medical, Dental, Life And Disability Plan286 participants · 2No schedules
    View filing →
  2. 2023
    Black & Mcdonald, Inc. 401(K) Plan387 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Black & Mcdonald, Inc. report on Form 5500?
Black & Mcdonald, Inc. (EIN 52-2021787) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Black & Mcdonald, Inc.?
The Employer Identification Number (EIN) reported for Black & Mcdonald, Inc. is 52-2021787.
What is the latest Form 5500 filing year for Black & Mcdonald, Inc.?
The latest loaded Form 5500 filing year for Black & Mcdonald, Inc. is 2023.

Related Form 5500 pages