2023 Form 5500 filing — Backlund Investment Co. Employee Stock Ownership Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730155517NAL0013590211001) for Backlund Investment Co. Employee Stock Ownership Plan And Trust, reported by Backlund Investment Co under EIN 37-0898008 and plan number 004. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730155517NAL0013590211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Backlund Investment Co
- EIN
- 37-0898008
- Plan number
- 004
- Location
- Peoria Heights, IL
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,503,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,503,709
- Employer contributions
- $285,298
- Total income / additions
- $2,115,388
- Benefits paid
- $1,057,829
- Administrative expenses
- $27,145
- Total expenses
- $1,084,974
- Net increase / (decrease)
- $1,030,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $13,980 | not reported in the loaded dataset |