Blue Bottle Coffee, Inc. 401(K) Plan — Form 5500 plan (Blue Bottle Coffee, Inc.)

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 Bottle Coffee, Inc. 401(K) Plan is a benefit plan reported by Blue Bottle Coffee, Inc. under EIN 46-0805567 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,310 participants and $16,856,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Bottle Coffee, Inc.
EIN
46-0805567
Plan number
002
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
2,310
End-of-year plan assets
$16,856,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,310H, C20241015075808NAL0027792113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,856,562
Total liabilities (EOY)
$0
Net assets (EOY)
$16,856,562
Net assets (BOY)
$12,164,469

Income & contributions

Employer contributions
$803
Participant contributions
$3,243,523
Total contributions
$3,336,332
Total income / additions
$5,976,923

Expenses & distributions

Benefits paid
$1,225,228
Administrative expenses
$59,602
Total expenses
$1,284,830
Net increase / (decrease)
$4,692,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
At Retirement Services, LLCN/A$39,129not reported in the loaded dataset2023
Forusall Advisors LLCADMINISTRATOR$20,473not reported in the loaded dataset2023

Related Form 5500 pages