2023 Form 5500 filing — Bluum 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 20241014102544NAL0053105330001) for Bluum 401(K) Plan, reported by Bluum Usa, Inc. under EIN 86-0716114 and plan number 001. It reports 675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102544NAL0053105330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluum Usa, Inc.
- EIN
- 86-0716114
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,570,644
- Total liabilities (EOY)
- $5,367
- Net assets (EOY)
- $24,565,277
- Employer contributions
- $480,991
- Participant contributions
- $2,242,922
- Total income / additions
- $6,492,375
- Benefits paid
- $2,014,160
- Administrative expenses
- $55,008
- Total expenses
- $2,074,629
- Net increase / (decrease)
- $4,417,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $62,167 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,430 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $23,314 | $0 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $21,228 | not reported in the loaded dataset |
| Cbiz Operations Inc Dba Cbiz Mhm Ll | AUDITOR | $1,000 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $170 | not reported in the loaded dataset |