Blue Matter Consulting 401(K) Plan — Form 5500 plan (Blue Matter Consulting)
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 Matter Consulting 401(K) Plan is a benefit plan reported by Blue Matter Consulting under EIN 46-1097578 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $13,774,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Matter Consulting
- EIN
- 46-1097578
- Plan number
- 001
- Plan type
- 2
- Location
- South San Francisco, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $13,774,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015081724NAL0028995169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,774,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,774,321
- Net assets (BOY)
- $8,690,675
Income & contributions
- Employer contributions
- $1,049,867
- Participant contributions
- $2,008,317
- Total contributions
- $3,644,164
- Total income / additions
- $5,611,207
Expenses & distributions
- Benefits paid
- $513,010
- Administrative expenses
- $14,551
- Total expenses
- $527,561
- Net increase / (decrease)
- $5,083,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pai | RECORDKEEPER | $13,122 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,429 | $0 | 2023 |
| Forest Capital Management | INVESTMENT ADVISOR | $0 | $0 | 2023 |
| Ascensus | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Matter Consulting
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in South San Francisco, CA
- Pai — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Forest Capital Management — Schedule C compensation
- Ascensus — Schedule C compensation