2023 Form 5500 filing — Blach Construction Company Retirement 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 20241004152633NAL0024023186001) for Blach Construction Company Retirement Plan, reported by Blach Construction Company under EIN 94-2224284 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004152633NAL0024023186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blach Construction Company
- EIN
- 94-2224284
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,336,990
- Total liabilities (EOY)
- $23,085
- Net assets (EOY)
- $37,313,905
- Employer contributions
- $1,810,691
- Participant contributions
- $1,392,981
- Total income / additions
- $8,109,683
- Benefits paid
- $2,170,018
- Administrative expenses
- $132,005
- Total expenses
- $2,320,468
- Net increase / (decrease)
- $5,789,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Saratoga Research & Investment Mmgt | INVESTMENT ADVISOR | $51,995 | not reported in the loaded dataset |
| Cbiz Investment Advisory Svcs, LLC | INVESTMENT ADVISOR | $39,719 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services | THIRD PARTY ADMIN | $20,788 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,722 | $0 |