Roger Blackwelder Self Employed Profit Sharing Plan — Form 5500 plan (Roger Blackwelder)
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, Roger Blackwelder Self Employed Profit Sharing Plan is a benefit plan reported by Roger Blackwelder under EIN 75-1896078 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,538,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roger Blackwelder
- EIN
- 75-1896078
- Plan number
- 001
- Plan type
- 2
- Location
- Granbury, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,538,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240708101200NAL0024416290001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,538,469
- Net assets (EOY)
- $2,538,469
- Net assets (BOY)
- $2,249,255
Income & contributions
- Employer contributions
- $84,149
- Total income / additions
- $386,697
Expenses & distributions
- Benefits paid
- $81,683
- Total expenses
- $97,483
- Net increase / (decrease)
- $289,214
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.