Blankenship Cpa Group 401(K) Profit Sharing Plan — Form 5500 plan (Blankenship Cpa Group, Pllc)

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, Blankenship Cpa Group 401(K) Profit Sharing Plan is a benefit plan reported by Blankenship Cpa Group, Pllc under EIN 45-0491842 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $10,527,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blankenship Cpa Group, Pllc
EIN
45-0491842
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
176
End-of-year plan assets
$10,527,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241015074724NAL0048410192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,527,725
Total liabilities (EOY)
$0
Net assets (EOY)
$10,527,725
Net assets (BOY)
$8,412,842

Income & contributions

Employer contributions
$269,116
Participant contributions
$1,056,350
Total contributions
$2,106,042
Total income / additions
$3,513,496

Expenses & distributions

Benefits paid
$1,349,387
Administrative expenses
$49,226
Total expenses
$1,398,613
Net increase / (decrease)
$2,114,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sagespring Wealth PartnersINVESTMENT ADVISOR$35,048not reported in the loaded dataset2023
Capital Group Plan ServicesRECORDKEEPER$12,288$02023
Acuff & AssociatesCONTRACT ADMIN$1,635not reported in the loaded dataset2023

Related Form 5500 pages