2023 Form 5500 filing — Bluestone Bank 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 20241011113439NAL0036801008001) for Bluestone Bank 401(K) Plan, reported by Bluestone Bank under EIN 04-1118820 and plan number 002. It reports 270 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)$28.5MReported net assets$28,496,216
Participants270
Provider compensation$93.8K2 Schedule C row(s)$93,771
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011113439NAL0036801008001
Plan sponsor
Bluestone Bank
EIN
04-1118820
Plan number
002
Location
Raynham, MA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$28.5M total assets
Net assets$28.5MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$1.1M
Participant$1.3M
Full reported line items
Total assets (EOY)
$28,496,216
Total liabilities (EOY)
$0
Net assets (EOY)
$28,496,216
Employer contributions
$1,088,128
Participant contributions
$1,342,762
Total income / additions
$7,290,832
Benefits paid
$4,052,414
Administrative expenses
$93,772
Total expenses
$4,146,186
Net increase / (decrease)
$3,144,646
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $51.6K
  2. 2
    RECORDKEEPER · Direct $42.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113439NAL0036801008001 cover?
It is the 2023 Form 5500 filing for Bluestone Bank 401(K) Plan, reported by Bluestone Bank (EIN 04-1118820).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages