C. Blackburn Inc. Retirement Plan — Form 5500 plan (C. Blackburn 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, C. Blackburn Inc. Retirement Plan is a benefit plan reported by C. Blackburn Inc. under EIN 14-1803352 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $5,780,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Blackburn Inc.
- EIN
- 14-1803352
- Plan number
- 001
- Plan type
- 2
- Location
- Elizaville, NY
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $5,780,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240708135637NAL0007313395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,780,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,780,595
- Net assets (BOY)
- $5,341,412
Income & contributions
- Employer contributions
- $1,136,550
- Participant contributions
- $0
- Total contributions
- $1,140,168
- Total income / additions
- $1,667,922
Expenses & distributions
- Benefits paid
- $1,191,170
- Administrative expenses
- $37,569
- Total expenses
- $1,228,739
- Net increase / (decrease)
- $439,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $24,334 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners LLC | CONTRACT ADMIN | $7,294 | $5,291 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,645 | not reported in the loaded dataset | 2023 |
| Ifp Advisors Inc. Dba Ind. Fin Part | INVESTMENT ADVISOR | $2,121 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $870 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $273 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C. Blackburn Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elizaville, NY
- Assuredpartners Capital Inc — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Ifp Advisors Inc. Dba Ind. Fin Part — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation