Blumont, Inc. 403(B) Dc Plan — Form 5500 plan (Blumont, 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, Blumont, Inc. 403(B) Dc Plan is a benefit plan reported by Blumont, Inc. under EIN 81-0888072 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $30,872,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blumont, Inc.
- EIN
- 81-0888072
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $30,872,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241014152626NAL0027706417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,872,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,872,750
- Net assets (BOY)
- $27,739,632
Income & contributions
- Employer contributions
- $384,202
- Participant contributions
- $915,865
- Total contributions
- $1,331,294
- Total income / additions
- $5,992,005
Expenses & distributions
- Benefits paid
- $2,826,482
- Administrative expenses
- $32,405
- Total expenses
- $2,858,887
- Net increase / (decrease)
- $3,133,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Aronson LLC | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $2,805 | not reported in the loaded dataset | 2023 |
| Aprio, Llp | AUDITOR | $1,000 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blumont, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Creative Planning, LLC — Schedule C compensation
- Aronson LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Aprio, Llp — Schedule C compensation
- Tiaa — Schedule C compensation