Black Mann & Graham Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Black Mann & Graham Llp)
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, Black Mann & Graham Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Black Mann & Graham Llp under EIN 75-2858030 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $13,118,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Black Mann & Graham Llp
- EIN
- 75-2858030
- Plan number
- 001
- Plan type
- 2
- Location
- Flower Mound, TX
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $13,118,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240911163747NAL0008823889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,118,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,118,432
- Net assets (BOY)
- $14,705,999
Income & contributions
- Employer contributions
- $304,350
- Participant contributions
- $578,998
- Total contributions
- $883,348
- Total income / additions
- $2,993,595
Expenses & distributions
- Benefits paid
- $4,473,253
- Administrative expenses
- $106,181
- Total expenses
- $4,581,162
- Net increase / (decrease)
- -$1,587,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $63,697 | $0 | 2023 |