Black Equipment Co. Inc. Retirement Plan — Form 5500 plan (Black Equipment Co. 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, Black Equipment Co. Inc. Retirement Plan is a benefit plan reported by Black Equipment Co. Inc. under EIN 35-0999221 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $9,272,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Black Equipment Co. Inc.
- EIN
- 35-0999221
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $9,272,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240923131416NAL0011468641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,272,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,272,011
- Net assets (BOY)
- $8,635,252
Income & contributions
- Employer contributions
- $141,632
- Participant contributions
- $513,657
- Total contributions
- $674,309
- Total income / additions
- $1,865,982
Expenses & distributions
- Benefits paid
- $1,204,140
- Administrative expenses
- $18,974
- Total expenses
- $1,229,223
- Net increase / (decrease)
- $636,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,220 | $43,681 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $18,279 | not reported in the loaded dataset | 2023 |