Bullard Management Corporation 401(K) Savings Plan — Form 5500 plan (Bullard Management Corporation)
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, Bullard Management Corporation 401(K) Savings Plan is a benefit plan reported by Bullard Management Corporation under EIN 63-0930156 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $6,847,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bullard Management Corporation
- EIN
- 63-0930156
- Plan number
- 002
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $6,847,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241011145427NAL0022985617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,847,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,847,130
- Net assets (BOY)
- $5,359,555
Income & contributions
- Employer contributions
- $125,698
- Participant contributions
- $679,510
- Total contributions
- $805,208
- Total income / additions
- $1,763,705
Expenses & distributions
- Benefits paid
- $189,260
- Administrative expenses
- $39,664
- Total expenses
- $276,130
- Net increase / (decrease)
- $1,487,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leavell Investment Management | ADVISOR | $23,138 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD-KEEPER | $15,326 | $0 | 2023 |