Blue Chip Marketing Worldwide 401(K) Plan — Form 5500 plan (Blue Chip Marketing Worldwide)
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, Blue Chip Marketing Worldwide 401(K) Plan is a benefit plan reported by Blue Chip Marketing Worldwide under EIN 36-4261521 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $19,163,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Chip Marketing Worldwide
- EIN
- 36-4261521
- Plan number
- 001
- Plan type
- 2
- Location
- Bannockburn, IL
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $19,163,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20240912134140NAL0010193425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,163,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,163,881
- Net assets (BOY)
- $15,553,389
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,721,445
- Total contributions
- $1,814,974
- Total income / additions
- $4,851,911
Expenses & distributions
- Benefits paid
- $1,168,123
- Administrative expenses
- $73,296
- Total expenses
- $1,241,419
- Net increase / (decrease)
- $3,610,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carnow And Associates, Ltd. | SERVICE PROVIDER | $0 | $8,171 | 2023 |
| Ameriprise Financial Services | BROKER DEALER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |