Blueforce, Inc. Employee Stock Ownership Plan — Form 5500 plan (Blueforce, 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, Blueforce, Inc. Employee Stock Ownership Plan is a benefit plan reported by Blueforce, Inc. under EIN 65-1187322 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $2,910,226 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$5.6MPlan net assets, end of year-$5,604,211
Participants189Covered participants reported
Assets / participant$15.4KComputed: assets ÷ participants$15,398 (computed)
Provider compensationNone reported
Plan sponsor
Blueforce, Inc.
EIN
65-1187322
Plan number
002
Plan type
2
Location
Hampton, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H20250416104506NAL0004860225001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.9M total assets
Net assets-$5.6MLiabilities$8.5M
Money in vs. money out
Total income / additions$1.8M
Total expenses$268.1K
Benefits paid / distributionsNot reported
Contributions
Employer$620.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,910,226
Total liabilities (EOY)
$8,514,437
Net assets (EOY)
-$5,604,211
Net assets (BOY)
-$7,107,008

Income & contributions

Employer contributions
$620,856
Total contributions
$620,856
Total income / additions
$1,770,856

Expenses & distributions

Administrative expenses
$775
Total expenses
$268,059
Net increase / (decrease)
$1,502,797

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages