2023 Form 5500 filing — Blue Bottle Coffee, 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 20241015075808NAL0027792113001) for Blue Bottle Coffee, Inc. 401(K) Plan, reported by Blue Bottle Coffee, Inc. under EIN 46-0805567 and plan number 002. It reports 2,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075808NAL0027792113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Bottle Coffee, Inc.
- EIN
- 46-0805567
- Plan number
- 002
- Location
- Oakland, CA
- Participants
- 2,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,856,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,856,562
- Employer contributions
- $803
- Participant contributions
- $3,243,523
- Total income / additions
- $5,976,923
- Benefits paid
- $1,225,228
- Administrative expenses
- $59,602
- Total expenses
- $1,284,830
- Net increase / (decrease)
- $4,692,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | N/A | $39,129 | not reported in the loaded dataset |
| Forusall Advisors LLC | ADMINISTRATOR | $20,473 | not reported in the loaded dataset |