Blachly, Tabor, Bozik & Hartman 401(K) Salary Reduction Plan & Trust — Form 5500 plan (Blachly Tabor Bozik & Hartman, 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, Blachly, Tabor, Bozik & Hartman 401(K) Salary Reduction Plan & Trust is a benefit plan reported by Blachly Tabor Bozik & Hartman, LLC under EIN 35-1069713 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $12,018,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blachly Tabor Bozik & Hartman, LLC
- EIN
- 35-1069713
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $12,018,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240521085940NAL0002322145001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,018,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,018,451
- Net assets (BOY)
- $10,788,997
Income & contributions
- Employer contributions
- $71,568
- Participant contributions
- $92,136
- Total income / additions
- $1,470,396
Expenses & distributions
- Benefits paid
- $266,897
- Administrative expenses
- -$25,955
- Total expenses
- $240,942
- Net increase / (decrease)
- $1,229,454
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.