2023 Form 5500 filing — Bloom Engineering Company, Inc. Savings 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 20241211132326NAL0023469970001) for Bloom Engineering Company, Inc. Savings Plan, reported by Bloom Engineering Company, Inc. under EIN 25-0938174 and plan number 003. It reports 123 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)$12.3MReported net assets$12,304,425
Participants123
Provider compensation$12K2 Schedule C row(s)$11,962
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241211132326NAL0023469970001
- Plan sponsor
- Bloom Engineering Company, Inc.
- EIN
- 25-0938174
- Plan number
- 003
- Location
- Pittsburgh, PA
- 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)$12.3M total assets
Net assets$12.3MLiabilities$1.1K
Full reported line items
- Total assets (EOY)
- $12,305,516
- Total liabilities (EOY)
- $1,091
- Net assets (EOY)
- $12,304,425
- Employer contributions
- $811,701
- Participant contributions
- $593,783
- Total income / additions
- $3,247,806
- Benefits paid
- $1,630,823
- Administrative expenses
- $29,623
- Total expenses
- $1,660,446
- Net increase / (decrease)
- $1,587,360
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M2b Retirement Consulting, LLC | TPA | $0 | $10,081 |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,881 |