2023 Form 5500 filing — Blue Ridge Companies 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 20241011120530NAL0021811089001) for Blue Ridge Companies 401(K) Plan, reported by Blue Ridge Companies, Inc. under EIN 56-1985776 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120530NAL0021811089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Ridge Companies, Inc.
- EIN
- 56-1985776
- Plan number
- 001
- Location
- High Point, NC
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,627,601
- Net assets (EOY)
- $11,627,601
- Employer contributions
- $312,678
- Participant contributions
- $986,556
- Total income / additions
- $2,917,272
- Benefits paid
- $1,195,891
- Administrative expenses
- $29,117
- Total expenses
- $1,230,018
- Net increase / (decrease)
- $1,687,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Plan Administrators, Inc | RECORDKEEPER | $13,997 | not reported in the loaded dataset |
| Securities America Advisors, Inc | INVESTMENT ADVISOR | $11,000 | not reported in the loaded dataset |