Blue Rock Construction, Inc. 401(K) Plan — Form 5500 plan (Blue Rock Construction, Inc.)
Plain-English plan 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, Blue Rock Construction, Inc. 401(K) Plan is a benefit plan reported by Blue Rock Construction, Inc. under EIN 01-0548802 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $10,547,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Rock Construction, Inc.
- EIN
- 01-0548802
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $10,547,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20250203074045NAL0003522595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,547,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,547,173
- Net assets (BOY)
- $8,680,531
Income & contributions
- Employer contributions
- $355,942
- Participant contributions
- $784,515
- Total contributions
- $1,365,038
- Total income / additions
- $2,907,396
Expenses & distributions
- Benefits paid
- $1,001,483
- Administrative expenses
- $39,271
- Total expenses
- $1,040,754
- Net increase / (decrease)
- $1,866,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services LLC | INV ADVISORY - PLAN | $23,217 | not reported in the loaded dataset | 2023 |
| Transamerica Ret Solutions, LLC | RECORDKEEPER | $15,263 | $0 | 2023 |
| The Paragon Alliance Group, LLC | RECORDKEEPER | $791 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Rock Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown, PA
- Mml Investors Services LLC — Schedule C compensation
- Transamerica Ret Solutions, LLC — Schedule C compensation
- The Paragon Alliance Group, LLC — Schedule C compensation