2023 Form 5500 filing — Backlund Investment Co Profit Sharing & 401(K) Plan
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 20240731092345NAL0014178755001) for Backlund Investment Co Profit Sharing & 401(K) Plan, reported by Backlund Investment Co under EIN 37-0898008 and plan number 003. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731092345NAL0014178755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Backlund Investment Co
- EIN
- 37-0898008
- Plan number
- 003
- Location
- Peoria Heights, IL
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,541,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,541,276
- Employer contributions
- $224,976
- Participant contributions
- $687,728
- Total income / additions
- $5,918,429
- Benefits paid
- $1,160,650
- Administrative expenses
- $58,458
- Total expenses
- $1,219,108
- Net increase / (decrease)
- $4,699,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $34,496 | $0 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |
| Nbt Capital Management | NONE | $0 | $0 |