2023 Form 5500 filing — Blower-Dempsay Corporation Retirement Savings 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 20240910134931NAL0003541587001) for Blower-Dempsay Corporation Retirement Savings Plan, reported by Blower-Dempsay Corporation under EIN 33-0208548 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910134931NAL0003541587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blower-Dempsay Corporation
- EIN
- 33-0208548
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,309,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,309,126
- Employer contributions
- $154,326
- Participant contributions
- $1,101,256
- Total income / additions
- $4,439,711
- Benefits paid
- $2,167,635
- Administrative expenses
- $82,496
- Total expenses
- $2,250,494
- Net increase / (decrease)
- $2,189,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $82,496 | $0 |
| Nuveen Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Pioneer | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| Manning & Napier | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |