Blue Marlin Investments, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Marlin Investments, Inc. (EIN 30-0962212) is a plan sponsor located in Weston, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0962212
Location
Weston, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Blue Marlin Investments, Inc.

  • 1 loaded plans hold $437.9K in reported assets.
  • The largest, Blue Marlin Investments, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 38 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$437.9KSummed across loaded plans$437,914
Total reported assets$437.9K$437,914
Total reported participants38
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$437.9K total assets
Net assets$437.9KLiabilities
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$43.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$43.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Blue Marlin Investments, Inc. 401(K) Plan
Participants per plan38Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 38 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Blue Marlin Investments, Inc.. Open one for its full reported snapshot.

  1. 2023
    Blue Marlin Investments, Inc. 401(K) Plan38 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Blue Marlin Investments, Inc. report on Form 5500?
Blue Marlin Investments, Inc. (EIN 30-0962212) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Blue Marlin Investments, Inc.?
The Employer Identification Number (EIN) reported for Blue Marlin Investments, Inc. is 30-0962212.
What is the latest Form 5500 filing year for Blue Marlin Investments, Inc.?
The latest loaded Form 5500 filing year for Blue Marlin Investments, Inc. is 2023.

Related Form 5500 pages