Blackberry Farm 401k Savings Plan — Form 5500 plan (Blackberry Farm)
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, Blackberry Farm 401k Savings Plan is a benefit plan reported by Blackberry Farm under EIN 90-0421055 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,141 participants and $11,107,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blackberry Farm
- EIN
- 90-0421055
- Plan number
- 001
- Plan type
- 2
- Location
- Walland, TN
- Latest filing year
- 2023
- Participants
- 1,141
- End-of-year plan assets
- $11,107,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,141 | H, C | 20241009143250NAL0031573840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,107,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,107,599
- Net assets (BOY)
- $8,030,439
Income & contributions
- Employer contributions
- $395,311
- Participant contributions
- $1,492,347
- Total contributions
- $2,131,278
- Total income / additions
- $3,727,265
Expenses & distributions
- Benefits paid
- $568,644
- Administrative expenses
- $81,461
- Total expenses
- $650,105
- Net increase / (decrease)
- $3,077,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annity Insurance Co Of Am | RECORDKEEPER | $39,877 | $0 | 2023 |
| Erisa Services, Inc. | RECORDKEEPER | $21,775 | not reported in the loaded dataset | 2023 |
| Rather & Kittrell | INVESTMENT ADVISOR | $17,768 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVEST ADVISOR | $2,066 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blackberry Farm
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Walland, TN
- Empower Annity Insurance Co Of Am — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation
- Rather & Kittrell — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation