Big Blue Marble 401(K) Retirement Plan — Form 5500 plan (Big Blue Marble Academy, LLC)
Plain-English plan 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, Big Blue Marble 401(K) Retirement Plan is a benefit plan reported by Big Blue Marble Academy, LLC under EIN 30-0999742 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $1,717,686 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.7MPlan net assets, end of year$1,717,686
Participants826Covered participants reported
Assets / participant$2.1KComputed: assets ÷ participants$2,080 (computed)
Provider compensation$25.8K4 Schedule C provider row(s)$25,786
- Plan sponsor
- Big Blue Marble Academy, LLC
- EIN
- 30-0999742
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241002101516NAL0004710819001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,717,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,717,686
- Net assets (BOY)
- $587,298
Income & contributions
- Employer contributions
- $371,143
- Participant contributions
- $635,288
- Total contributions
- $1,035,505
- Total income / additions
- $1,235,248
Expenses & distributions
- Benefits paid
- $70,666
- Administrative expenses
- $34,194
- Total expenses
- $104,860
- Net increase / (decrease)
- $1,130,388
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $13,008 | $0 | 2023 |
| Level Four Advisory Services, LLC | INVESTMENT ADVISOR | $7,789 | not reported in the loaded dataset | 2023 |
| Cri Tpa Services LLC | CONTRACT ADMIN | $4,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $989 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Blue Marble Academy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Level Four Advisory Services, LLC — Schedule C compensation
- Cri Tpa Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation