2023 Form 5500 filing — Blue Stone Therapy 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 20241010121040NAL0020042257001) for Blue Stone Therapy 401(K) Plan, reported by Blue Stone Therapy, Inc. under EIN 84-1787423 and plan number 001. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010121040NAL0020042257001
Filing year
2023
Form type
2
Plan sponsor
Blue Stone Therapy, Inc.
EIN
84-1787423
Plan number
001
Location
Urbandale, IA
Participants
729
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,831,772
Total liabilities (EOY)
$0
Net assets (EOY)
$5,831,772
Employer contributions
$68,060
Participant contributions
$272,380
Total income / additions
$701,570
Benefits paid
$120,862
Administrative expenses
$11,196
Total expenses
$132,058
Net increase / (decrease)
$569,512
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$11,196$0

Related Form 5500 pages