2023 Form 5500 filing — Blanchard Training & Development Inc. 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 20240813125717NAL0017995216001) for Blanchard Training & Development Inc. 401(K) Plan, reported by Blanchard Training & Development Inc. under EIN 95-3310167 and plan number 003. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813125717NAL0017995216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blanchard Training & Development Inc.
- EIN
- 95-3310167
- Plan number
- 003
- Location
- Escondido, CA
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,569,584
- Net assets (EOY)
- $55,569,584
- Employer contributions
- $498,305
- Participant contributions
- $2,572,062
- Total income / additions
- $12,562,342
- Benefits paid
- $5,283,475
- Administrative expenses
- $94,727
- Total expenses
- $5,378,202
- Net increase / (decrease)
- $7,184,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $44,778 | not reported in the loaded dataset |
| Benefit Financial Service | NONE | $35,000 | not reported in the loaded dataset |
| Redwitz Inc | NONE | $15,000 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $5,457 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $42 | $0 |