Blue Sky Legacy Retirement Plan — Form 5500 plan (Blue Sky Legacy, 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 Sky Legacy Retirement Plan is a benefit plan reported by Blue Sky Legacy, Inc. under EIN 46-3584869 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $785,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Sky Legacy, Inc.
- EIN
- 46-3584869
- Plan number
- 001
- Plan type
- 2
- Location
- New Port Richey, FL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $785,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240807084648NAL0006050880001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $785,705
- Net assets (EOY)
- $785,705
- Net assets (BOY)
- $379,922
Income & contributions
- Total income / additions
- $405,783
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $405,783
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.