2023 Form 5500 filing — Bluestone Physician Services 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 20240829085947NAL0013335457001) for Bluestone Physician Services 401(K) Plan, reported by Bluestone Management Services, LLC under EIN 46-2486806 and plan number 001. It reports 528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829085947NAL0013335457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluestone Management Services, LLC
- EIN
- 46-2486806
- Plan number
- 001
- Location
- Stillwater, MN
- Participants
- 528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,208,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,208,246
- Employer contributions
- $1,156,981
- Participant contributions
- $2,123,156
- Total income / additions
- $6,655,622
- Benefits paid
- $1,816,130
- Administrative expenses
- $62,748
- Total expenses
- $1,878,878
- Net increase / (decrease)
- $4,776,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $35,858 | $0 |
| Mma Securities, LLC | NONE | $26,890 | not reported in the loaded dataset |