2023 Form 5500 filing — Bgm Group 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604155705NAL0031719936001) for Bgm Group 401(K) Plan, reported by Blue Glacier Management Group, Inc. under EIN 65-1207527 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,541,171
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240604155705NAL0031719936001
Plan sponsor
Blue Glacier Management Group, Inc.
EIN
65-1207527
Plan number
001
Location
Englewood, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$993.9K
Total expenses$238.3K
Benefits paid / distributions$236.4K
Contributions
Employer$96.6K
Participant$309.4K
Full reported line items
Total assets (EOY)
$3,541,171
Total liabilities (EOY)
$0
Net assets (EOY)
$3,541,171
Employer contributions
$96,622
Participant contributions
$309,430
Total income / additions
$993,887
Benefits paid
$236,417
Administrative expenses
$1,925
Total expenses
$238,342
Net increase / (decrease)
$755,545

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240604155705NAL0031719936001 cover?
It is the 2023 Form 5500 filing for Bgm Group 401(K) Plan, reported by Blue Glacier Management Group, Inc. (EIN 65-1207527).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages