Plan5500

Blue Ridge Companies 401(K) Plan — Form 5500 plan (Blue Ridge Companies, 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, Blue Ridge Companies 401(K) Plan is a benefit plan reported by Blue Ridge Companies, Inc. under EIN 56-1985776 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $11,627,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Ridge Companies, Inc.
EIN
56-1985776
Plan number
001
Plan type
2
Location
High Point, NC
Latest filing year
2023
Participants
387
End-of-year plan assets
$11,627,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20241011120530NAL0021811089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,627,601
Net assets (EOY)
$11,627,601
Net assets (BOY)
$9,940,347

Income & contributions

Employer contributions
$312,678
Participant contributions
$986,556
Total contributions
$1,302,304
Total income / additions
$2,917,272

Expenses & distributions

Benefits paid
$1,195,891
Administrative expenses
$29,117
Total expenses
$1,230,018
Net increase / (decrease)
$1,687,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mvp Plan Administrators, IncRECORDKEEPER$13,997not reported in the loaded dataset2023
Securities America Advisors, IncINVESTMENT ADVISOR$11,000not reported in the loaded dataset2023

Related Form 5500 pages