2023 Form 5500 filing — Bullard Management Corporation 401(K) 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 20241011145427NAL0022985617001) for Bullard Management Corporation 401(K) Savings Plan, reported by Bullard Management Corporation under EIN 63-0930156 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,847,130
Participants210
Provider compensation$38.5K2 Schedule C row(s)$38,464
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011145427NAL0022985617001
- Plan sponsor
- Bullard Management Corporation
- EIN
- 63-0930156
- Plan number
- 002
- Location
- Mobile, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,847,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,847,130
- Employer contributions
- $125,698
- Participant contributions
- $679,510
- Total income / additions
- $1,763,705
- Benefits paid
- $189,260
- Administrative expenses
- $39,664
- Total expenses
- $276,130
- Net increase / (decrease)
- $1,487,575
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leavell Investment Management | ADVISOR | $23,138 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $15,326 | $0 |