2023 Form 5500 filing — Blauch Brothers, Inc. 401(K) Profit Sharing 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 20241216131604NAL0001202449002) for Blauch Brothers, Inc. 401(K) Profit Sharing Plan, reported by Blauch Brothers, Inc. under EIN 54-0695169 and plan number 002. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216131604NAL0001202449002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blauch Brothers, Inc.
- EIN
- 54-0695169
- Plan number
- 002
- Location
- Harrisonburg, VA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,986,173
- Net assets (EOY)
- $10,986,173
- Employer contributions
- $762,649
- Participant contributions
- $589,037
- Total income / additions
- $2,673,402
- Benefits paid
- $799,903
- Administrative expenses
- $54,783
- Total expenses
- $854,686
- Net increase / (decrease)
- $1,818,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pbmares Wealth Management LLC | NONE | $28,452 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $17,703 | $0 |
| Wells Fargo Advisors | NONE | $8,628 | not reported in the loaded dataset |