2023 Form 5500 filing — Blue Rock Construction, Inc. 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 20250203074045NAL0003522595001) for Blue Rock Construction, Inc. 401(K) Plan, reported by Blue Rock Construction, Inc. under EIN 01-0548802 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203074045NAL0003522595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Rock Construction, Inc.
- EIN
- 01-0548802
- Plan number
- 001
- Location
- Newtown, PA
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,547,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,547,173
- Employer contributions
- $355,942
- Participant contributions
- $784,515
- Total income / additions
- $2,907,396
- Benefits paid
- $1,001,483
- Administrative expenses
- $39,271
- Total expenses
- $1,040,754
- Net increase / (decrease)
- $1,866,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services LLC | INV ADVISORY - PLAN | $23,217 | not reported in the loaded dataset |
| Transamerica Ret Solutions, LLC | RECORDKEEPER | $15,263 | $0 |
| The Paragon Alliance Group, LLC | RECORDKEEPER | $791 | $0 |