2023 Form 5500 filing — Blue Ocean Realty, LLC Retirement 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 20241010101814NAL0009901491001) for Blue Ocean Realty, LLC Retirement Plan, reported by Blue Ocean Realty, LLC under EIN 20-1875198 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,993,406
Participants123
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010101814NAL0009901491001
Plan sponsor
Blue Ocean Realty, LLC
EIN
20-1875198
Plan number
001
Location
Reisterstown, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2M total assets
Net assets$2MLiabilities$7.3K
Money in vs. money out
Total income / additions$589.8K
Total expenses$171.3K
Benefits paid / distributions$154.8K
Contributions
Employer$72.2K
Participant$243.3K
Full reported line items
Total assets (EOY)
$2,000,724
Total liabilities (EOY)
$7,318
Net assets (EOY)
$1,993,406
Employer contributions
$72,196
Participant contributions
$243,345
Total income / additions
$589,750
Benefits paid
$154,799
Administrative expenses
$89
Total expenses
$171,291
Net increase / (decrease)
$418,459

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101814NAL0009901491001 cover?
It is the 2023 Form 5500 filing for Blue Ocean Realty, LLC Retirement Plan, reported by Blue Ocean Realty, LLC (EIN 20-1875198).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages