Blair, Bondurant, & Patterson, P.A. 401(K) Plan — Form 5500 plan (Blair, Bondurant, & Patterson, P.A.)
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, Blair, Bondurant, & Patterson, P.A. 401(K) Plan is a benefit plan reported by Blair, Bondurant, & Patterson, P.A. under EIN 64-0888439 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $4,998,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blair, Bondurant, & Patterson, P.A.
- EIN
- 64-0888439
- Plan number
- 001
- Plan type
- 2
- Location
- Brandon, MS
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $4,998,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240930101308NAL0003159811001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,998,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,998,272
- Net assets (BOY)
- $4,462,819
Income & contributions
- Employer contributions
- $45,151
- Participant contributions
- $58,853
- Total income / additions
- $925,669
Expenses & distributions
- Benefits paid
- $389,991
- Administrative expenses
- $225
- Total expenses
- $390,216
- Net increase / (decrease)
- $535,453
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.