Blue Acorn Ici, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Blue Acorn Ici, Inc. (EIN 38-4066461) is a plan sponsor located in Raleigh, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-4066461
Location
Raleigh, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Blue Acorn Ici, Inc.

  • 2 loaded plans hold $14.7M in reported assets.
  • The largest, Blue Acorn Ici, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 613 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.7MSummed across loaded plans$14,656,351
Total reported assets$14.7M$14,656,351
Total reported participants613
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.7M total assets
Net assets$14.7MLiabilities$0
Contributions & income
Employer contributions$864.3K
Participant contributions$1.9M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Blue Acorn Ici, Inc. 401(K) Plan
Participants per plan307Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 388 participants · 2023
  2. 2
    Blue Acorn, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 225 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Blue Acorn Ici, Inc.. Open one for its full reported snapshot.

  1. 2023
    Blue Acorn Ici, Inc. 401(K) Plan388 participants · 2Sch HSch C
    View filing →
  2. 2023
    Blue Acorn, LLC Employee Benefits Plan225 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Blue Acorn Ici, Inc. report on Form 5500?
Blue Acorn Ici, Inc. (EIN 38-4066461) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Blue Acorn Ici, Inc.?
The Employer Identification Number (EIN) reported for Blue Acorn Ici, Inc. is 38-4066461.
What is the latest Form 5500 filing year for Blue Acorn Ici, Inc.?
The latest loaded Form 5500 filing year for Blue Acorn Ici, Inc. is 2023.

Related Form 5500 pages