2023 Form 5500 filing — Bliley Technologies, Inc. Pension 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 20250324104735NAL0012569185001) for Bliley Technologies, Inc. Pension Plan, reported by Richards & Associates P.C. under EIN 23-2938035 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324104735NAL0012569185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richards & Associates P.C.
- EIN
- 23-2938035
- Plan number
- 002
- Location
- Erie, PA
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,729,854
- Net assets (EOY)
- $8,729,854
- Employer contributions
- $1,004,997
- Total income / additions
- $1,904,198
- Benefits paid
- $761,560
- Administrative expenses
- $713,438
- Total expenses
- $1,474,998
- Net increase / (decrease)
- $429,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Lewis & Bockius Llp | NONE | $82,837 | not reported in the loaded dataset |
| Wells Fargo | NONE | $79,144 | not reported in the loaded dataset |
| Schaffner, Knight, Minnaugh & Co | NONE | $12,500 | not reported in the loaded dataset |
| Definiti | NONE | $8,747 | not reported in the loaded dataset |