2023 Form 5500 filing — Blue Bird 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 20240920150027NAL0010621056001) for Blue Bird 401(K) Plan, reported by Blue Bird Voluntary Money under EIN 58-0813156 and plan number 004. It reports 1,972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920150027NAL0010621056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Bird Voluntary Money
- EIN
- 58-0813156
- Plan number
- 004
- Location
- Fort Valley, GA
- Participants
- 1,972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,707,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,707,091
- Employer contributions
- $1,672,450
- Participant contributions
- $5,211,259
- Total income / additions
- $25,910,370
- Benefits paid
- $16,394,426
- Administrative expenses
- $108,674
- Total expenses
- $16,511,068
- Net increase / (decrease)
- $9,399,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Bird Body Company | NONE | $90,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $53,937 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |