Blazerwilkinsongee, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Blazerwilkinsongee, LLC)

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, Blazerwilkinsongee, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Blazerwilkinsongee, LLC under EIN 20-0222339 and plan number 001. The latest loaded filing year is 2023. The filing reports 895 participants and $7,270,702 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,269,293
Participants895Covered participants reported
Assets / participant$8.1KComputed: assets ÷ participants$8,124 (computed)
Provider compensation$16.3K2 Schedule C provider row(s)$16,308
Plan sponsor
Blazerwilkinsongee, LLC
EIN
20-0222339
Plan number
001
Plan type
2
Location
Spreckels, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    895 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$1.4K
Money in vs. money out
Total income / additions$2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$305.7K
Participant$562.7K
Full reported line items

Net assets

Total assets (EOY)
$7,270,702
Total liabilities (EOY)
$1,409
Net assets (EOY)
$7,269,293
Net assets (BOY)
$6,417,288

Income & contributions

Employer contributions
$305,744
Participant contributions
$562,715
Total contributions
$1,013,014
Total income / additions
$2,047,998

Expenses & distributions

Benefits paid
$1,182,301
Administrative expenses
$4,122
Total expenses
$1,195,993
Net increase / (decrease)
$852,005
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $15.9K
  2. 2
    SERVICE PROVIDER · Direct $364 · Indirect $0

Related Form 5500 pages