Colorado Bluesky Enterprises Custom 401(K) Plan And Trust — Form 5500 plan (Colorado Bluesky Enterprises)
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, Colorado Bluesky Enterprises Custom 401(K) Plan And Trust is a benefit plan reported by Colorado Bluesky Enterprises under EIN 84-0561888 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $1,409,723 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.4MPlan net assets, end of year$1,409,723
Participants109Covered participants reported
Assets / participant$12.9KComputed: assets ÷ participants$12,933 (computed)
Provider compensation$25.2K4 Schedule C provider row(s)$25,229
- Plan sponsor
- Colorado Bluesky Enterprises
- EIN
- 84-0561888
- Plan number
- 001
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20250415170436NAL0001588931001 |
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)$1.4M total assets
Net assets$1.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,409,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,409,723
- Net assets (BOY)
- $1,500,161
Income & contributions
- Employer contributions
- $49,617
- Participant contributions
- $100,187
- Total contributions
- $151,620
- Total income / additions
- $346,189
Expenses & distributions
- Benefits paid
- $417,533
- Administrative expenses
- $19,094
- Total expenses
- $436,627
- Net increase / (decrease)
- -$90,438
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets31%Computed ratio
Benefits paid ÷ total income121%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annunity Ins Co | RECORDKEEPER | $15,579 | $0 | 2023 |
| Osaic Wealth Inc | BROKER/ADVISER | $0 | $6,241 | 2023 |
| Ascensus Holdings Inc | CONTRACT ADMIN | $2,750 | not reported in the loaded dataset | 2023 |
| Leaf House Financial Advisors, LLC | OTHER | $659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colorado Bluesky Enterprises
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Pueblo, CO
- Empower Annunity Ins Co — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Ascensus Holdings Inc — Schedule C compensation
- Leaf House Financial Advisors, LLC — Schedule C compensation