Blevins, Inc. Retirement Plan — Form 5500 plan (Blevins, 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, Blevins, Inc. Retirement Plan is a benefit plan reported by Blevins, Inc. under EIN 62-0852422 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $41,212,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blevins, Inc.
EIN
62-0852422
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
595
End-of-year plan assets
$41,212,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20241014105427NAL0044230736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,212,878
Total liabilities (EOY)
$0
Net assets (EOY)
$41,212,878
Net assets (BOY)
$34,824,386

Income & contributions

Employer contributions
$1,862,387
Participant contributions
$1,563,307
Total contributions
$4,140,498
Total income / additions
$9,404,032

Expenses & distributions

Benefits paid
$2,926,911
Administrative expenses
$88,629
Total expenses
$3,015,540
Net increase / (decrease)
$6,388,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifp Advisors IncINVESTMENT ADVISOR$52,829not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$33,533$02023
Dwc Erisa Consultants LLCTPA$13,492not reported in the loaded dataset2023

Related Form 5500 pages