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, Blake & Pendleton, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Blake & Pendleton, Inc. under EIN 58-1094736 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $13,011,243 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,011,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,011,243
- Net assets (BOY)
- $10,606,690
Income & contributions
- Employer contributions
- $321,154
- Participant contributions
- $956,098
- Total contributions
- $1,399,520
- Total income / additions
- $3,078,547
Expenses & distributions
- Benefits paid
- $635,482
- Administrative expenses
- $34,493
- Total expenses
- $673,994
- Net increase / (decrease)
- $2,404,553