Blew & Associates, P.A. 401(K) Plan — Form 5500 plan (Blew & Associates, P.A.)

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, Blew & Associates, P.A. 401(K) Plan is a benefit plan reported by Blew & Associates, P.A. under EIN 27-0283268 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $2,917,999 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blew & Associates, P.A.
EIN
27-0283268
Plan number
001
Plan type
2
Location
Fayetteville, AR
Latest filing year
2023
Participants
206
End-of-year plan assets
$2,917,999

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20260323155305NAL0002261811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,917,999
Total liabilities (EOY)
$0
Net assets (EOY)
$2,917,999
Net assets (BOY)
$1,936,028

Income & contributions

Employer contributions
$357,284
Participant contributions
$525,933
Total contributions
$895,223
Total income / additions
$1,234,488

Expenses & distributions

Benefits paid
$212,580
Administrative expenses
$39,937
Total expenses
$252,517
Net increase / (decrease)
$981,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenwood Gearhart, Inc.INVESTMENT ADVISOR$19,618not reported in the loaded dataset2023
Greenwood Gearhart LtdCONTRACT ADMIN$19,600not reported in the loaded dataset2023

Related Form 5500 pages