Blue Sky 401(K) Specialists, Inc. 401(K) Plan — Form 5500 plan (Blue Sky 401(K) Specialists, 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 401(K) Specialists, Inc. 401(K) Plan is a benefit plan reported by Blue Sky 401(K) Specialists, Inc under EIN 81-3622920 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,262,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Sky 401(K) Specialists, Inc
- EIN
- 81-3622920
- Plan number
- 001
- Plan type
- 2
- Location
- Matthews, NC
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,262,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241014151447NAL0015185539001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,262,244
- Total liabilities (EOY)
- $473
- Net assets (EOY)
- $1,261,771
- Net assets (BOY)
- $963,774
Income & contributions
- Employer contributions
- $18,250
- Participant contributions
- $57,930
- Total income / additions
- $299,579
Expenses & distributions
- Benefits paid
- $1,582
- Total expenses
- $1,582
- Net increase / (decrease)
- $297,997
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.