2023 Form 5500 filing — Big Blue Marble 401(K) Retirement 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 20241002101516NAL0004710819001) for Big Blue Marble 401(K) Retirement Plan, reported by Big Blue Marble Academy, LLC under EIN 30-0999742 and plan number 001. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.7MReported net assets$1,717,686
Participants826
Provider compensation$25.8K4 Schedule C row(s)$25,786
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002101516NAL0004710819001
- Plan sponsor
- Big Blue Marble Academy, LLC
- EIN
- 30-0999742
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,717,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,717,686
- Employer contributions
- $371,143
- Participant contributions
- $635,288
- Total income / additions
- $1,235,248
- Benefits paid
- $70,666
- Administrative expenses
- $34,194
- Total expenses
- $104,860
- Net increase / (decrease)
- $1,130,388
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $13,008 | $0 |
| Level Four Advisory Services, LLC | INVESTMENT ADVISOR | $7,789 | not reported in the loaded dataset |
| Cri Tpa Services LLC | CONTRACT ADMIN | $4,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $989 | not reported in the loaded dataset |