Blue Ridge Bank & Trust Co. 401(K) Profit Sharing Plan — Form 5500 plan (Blue Ridge Bank & Trust Company)
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, Blue Ridge Bank & Trust Co. 401(K) Profit Sharing Plan is a benefit plan reported by Blue Ridge Bank & Trust Company under EIN 43-1550520 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $9,589,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Ridge Bank & Trust Company
- EIN
- 43-1550520
- Plan number
- 001
- Plan type
- 2
- Location
- Independence, MO
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $9,589,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240709160211NAL0008046627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,589,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,589,689
- Net assets (BOY)
- $9,033,984
Income & contributions
- Employer contributions
- $230,628
- Participant contributions
- $522,147
- Total contributions
- $1,159,089
- Total income / additions
- $2,435,426
Expenses & distributions
- Benefits paid
- $1,860,745
- Administrative expenses
- $18,976
- Total expenses
- $1,879,721
- Net increase / (decrease)
- $555,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,976 | $0 | 2023 |