M. Block & Sons, Inc. 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

M. Block & Sons, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
M. BLOCK & SONS, INC. 401(K) & PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
M. BLOCK & SONS, INC.
Participants
224
Former employees with a balance
0
Employer contributions
$16,688 in plan year 2021 (7% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2021 – Oct 5, 2021
Plan established
Jul 1, 1986
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Oct 5, 2021), filed Jan 13, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $235,970 went into the plan in contributions, $16,688 of it from the employer (7%).
  • $28.0 million was paid out to participants.
  • Investment and other income added $2.44 million.

How the M. Block & Sons, Inc. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016468$25.7 million$1.57 million$1.85 million
2017425$29.7 million$1.42 million$1.75 million
2018394$23.9 million$1.08 million$6.37 million
2019337$25.2 million$254,016$4.33 million
2020206$25.4 million$56,709$3.54 million
2021 (final)224$0$16,688$28.0 million

M. Block & Sons, Inc. 401(k) Contact Information

Phone
708-728-8400
Mailing address
5020 WEST 73RD STREET, BEDFORD PARK IL 60638
Plan sponsor
M. BLOCK & SONS, INC.
Employer identification number (EIN)
36-2087704
Plan number
002

Questions about the M. Block & Sons, Inc. 401(k)

Is the M. Block & Sons, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021.

Does M. Block & Sons, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $16,688, 7% of all contributions.

Does the M. Block & Sons, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the M. Block & Sons, Inc 401(k) plan?

224 participants at the start of plan year 2021.

Who manages the M. Block & Sons, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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