2023 Form 5500 filing — Employees' Profit Sharing And Salary Reduction Plan Of The Blakley Corporation
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 20241009145850NAL0010750355001) for Employees' Profit Sharing And Salary Reduction Plan Of The Blakley Corporation, reported by The Blakley Corporation under EIN 35-0182105 and plan number 002. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145850NAL0010750355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Blakley Corporation
- EIN
- 35-0182105
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,578,507
- Total liabilities (EOY)
- $15,000
- Net assets (EOY)
- $8,563,507
- Employer contributions
- $158,512
- Participant contributions
- $540,551
- Total income / additions
- $2,105,511
- Benefits paid
- $701,542
- Administrative expenses
- $52,811
- Total expenses
- $754,353
- Net increase / (decrease)
- $1,351,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,448 | $0 |
| Shepherd Financial Investment | ADVISOR | $15,367 | not reported in the loaded dataset |
| Katz Sapper & Miller | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,996 | not reported in the loaded dataset |