2023 Form 5500 filing — Blue Umbrella 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 20241015162848NAL0029107361001) for Blue Umbrella 401(K) Plan, reported by Advanced Systems Engineering Corporation under EIN 54-1627376 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162848NAL0029107361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Systems Engineering Corporation
- EIN
- 54-1627376
- Plan number
- 002
- Location
- Reston, VA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,115,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,115,615
- Employer contributions
- $1,995,063
- Participant contributions
- $2,127,501
- Total income / additions
- $11,219,373
- Benefits paid
- $4,744,832
- Administrative expenses
- $134,961
- Total expenses
- $4,880,745
- Net increase / (decrease)
- $6,338,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $134,961 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $67,114 |
| Matthews, Carter & Boyce | ACCOUNTANT | $0 | $20,000 |
| Uniglobal Pension Planning, Inc. | OTHER SERVICES | $0 | $17,640 |