2023 Form 5500 filing — Blue Chip Talent Retirement Savings 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 20240924052445NAL0022309856001) for Blue Chip Talent Retirement Savings Plan, reported by Blue Chip Talent under EIN 38-3155344 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924052445NAL0022309856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Chip Talent
- EIN
- 38-3155344
- Plan number
- 001
- Location
- Bloomfield Hills, MI
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,069,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,069,967
- Employer contributions
- $39,474
- Participant contributions
- $1,232,803
- Total income / additions
- $2,449,070
- Benefits paid
- $1,048,079
- Administrative expenses
- $9,075
- Total expenses
- $1,057,875
- Net increase / (decrease)
- $1,391,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,075 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Hantz Financial Services, Inc. | ADVISOR | $0 | $0 |