2023 Form 5500 filing — Blood Assurance, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729085743NAL0012352803001) for Blood Assurance, Inc. 401(K) Plan, reported by Blood Assurance, Inc. under EIN 62-0842419 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,463,172
Participants239
Provider compensation$80.8K3 Schedule C row(s)$80,803
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729085743NAL0012352803001
Plan sponsor
Blood Assurance, Inc.
EIN
62-0842419
Plan number
002
Location
Chattanooga, TN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$696.9K
Benefits paid / distributions$674.6K
Contributions
Employer$258.6K
Participant$440.1K
Full reported line items
Total assets (EOY)
$7,463,172
Total liabilities (EOY)
$0
Net assets (EOY)
$7,463,172
Employer contributions
$258,614
Participant contributions
$440,055
Total income / additions
$1,860,582
Benefits paid
$674,631
Administrative expenses
$22,285
Total expenses
$696,916
Net increase / (decrease)
$1,163,666
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $59.5K · Indirect $9.5K
  2. 2
    INV. ADVISORY · Direct $6.8K
  3. 3
    INV ADV PART · Direct $1.6K · Indirect $3.4K

Related Form 5500 pages