2023 Form 5500 filing — Blue Sky 401(K) Specialists, 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 20241014151447NAL0015185539001) for Blue Sky 401(K) Specialists, Inc. 401(K) Plan, reported by Blue Sky 401(K) Specialists, Inc under EIN 81-3622920 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014151447NAL0015185539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Sky 401(K) Specialists, Inc
- EIN
- 81-3622920
- Plan number
- 001
- Location
- Matthews, NC
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,262,244
- Total liabilities (EOY)
- $473
- Net assets (EOY)
- $1,261,771
- Employer contributions
- $18,250
- Participant contributions
- $57,930
- Total income / additions
- $299,579
- Benefits paid
- $1,582
- Total expenses
- $1,582
- Net increase / (decrease)
- $297,997
- Schedule source
- Schedule I