2023 Form 5500 filing — Blue Heron Fitness, Inc. 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 20241002120513NAL0016491058001) for Blue Heron Fitness, Inc. 401(K) Plan, reported by Blue Heron Fitness, Inc. under EIN 45-4619893 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$425.8KReported net assets$425,848
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002120513NAL0016491058001
Plan sponsor
Blue Heron Fitness, Inc.
EIN
45-4619893
Plan number
001
Location
Virginia Beach, VA
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)$425.8K total assets
Net assets$425.8KLiabilities$0
Money in vs. money out
Total income / additions$60.1K
Total expenses$960
Benefits paid / distributions$0
Contributions
Employer$4.8K
Participant$6K
Full reported line items
Total assets (EOY)
$425,848
Total liabilities (EOY)
$0
Net assets (EOY)
$425,848
Employer contributions
$4,819
Participant contributions
$5,980
Total income / additions
$60,130
Benefits paid
$0
Administrative expenses
$0
Total expenses
$960
Net increase / (decrease)
$59,170

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002120513NAL0016491058001 cover?
It is the 2023 Form 5500 filing for Blue Heron Fitness, Inc. 401(K) Plan, reported by Blue Heron Fitness, Inc. (EIN 45-4619893).
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