Bluestone Physician Services 401(K) Plan — Form 5500 plan (Bluestone Management Services, 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, Bluestone Physician Services 401(K) Plan is a benefit plan reported by Bluestone Management Services, LLC under EIN 46-2486806 and plan number 001. The latest loaded filing year is 2023. The filing reports 528 participants and $21,208,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluestone Management Services, LLC
EIN
46-2486806
Plan number
001
Plan type
2
Location
Stillwater, MN
Latest filing year
2023
Participants
528
End-of-year plan assets
$21,208,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023528H, C20240829085947NAL0013335457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,208,246
Total liabilities (EOY)
$0
Net assets (EOY)
$21,208,246
Net assets (BOY)
$16,431,502

Income & contributions

Employer contributions
$1,156,981
Participant contributions
$2,123,156
Total contributions
$3,429,229
Total income / additions
$6,655,622

Expenses & distributions

Benefits paid
$1,816,130
Administrative expenses
$62,748
Total expenses
$1,878,878
Net increase / (decrease)
$4,776,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$35,858$02023
Mma Securities, LLCNONE$26,890not reported in the loaded dataset2023

Related Form 5500 pages