2023 Form 5500 filing — Black Mann & Graham Llp 401(K) Profit Sharing 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 20240911163747NAL0008823889001) for Black Mann & Graham Llp 401(K) Profit Sharing Plan And Trust, reported by Black Mann & Graham Llp under EIN 75-2858030 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911163747NAL0008823889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Black Mann & Graham Llp
- EIN
- 75-2858030
- Plan number
- 001
- Location
- Flower Mound, TX
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,118,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,118,432
- Employer contributions
- $304,350
- Participant contributions
- $578,998
- Total income / additions
- $2,993,595
- Benefits paid
- $4,473,253
- Administrative expenses
- $106,181
- Total expenses
- $4,581,162
- Net increase / (decrease)
- -$1,587,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $63,697 | $0 |