Plan5500

Black & Mcdonald, Inc. 401(K) Plan — Form 5500 plan (Black & Mcdonald, 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 & Mcdonald, Inc. 401(K) Plan is a benefit plan reported by Black & Mcdonald, Inc. under EIN 52-2021787 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $12,556,015 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,556,015
Participants387Covered participants reported
Assets / participant$32.4KComputed: assets ÷ participants$32,444 (computed)
Provider compensation$77.4K2 Schedule C provider row(s)$77,384
Plan sponsor
Black & Mcdonald, Inc.
EIN
52-2021787
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    387 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$790.4K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$12,556,015
Total liabilities (EOY)
$0
Net assets (EOY)
$12,556,015
Net assets (BOY)
$11,931,474

Income & contributions

Employer contributions
$790,355
Participant contributions
$1,368,006
Total contributions
$2,585,337
Total income / additions
$4,152,213

Expenses & distributions

Benefits paid
$3,432,660
Administrative expenses
$77,384
Total expenses
$3,527,672
Net increase / (decrease)
$624,541
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets28%Computed ratio
Benefits paid ÷ total income83%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$42.3K
    RECORDKEEPER · Direct $42.3K · Indirect $0
  2. 2
    Prime Capital Investment Advisors$35K
    ADVISOR · Direct $35K

Related Form 5500 pages