2023 Form 5500 filing — Bloom Engineering Company, Inc. Savings 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 20241211132326NAL0023469970001) for Bloom Engineering Company, Inc. Savings Plan, reported by Bloom Engineering Company, Inc. under EIN 25-0938174 and plan number 003. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241211132326NAL0023469970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bloom Engineering Company, Inc.
- EIN
- 25-0938174
- Plan number
- 003
- Location
- Pittsburgh, PA
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,305,516
- Total liabilities (EOY)
- $1,091
- Net assets (EOY)
- $12,304,425
- Employer contributions
- $811,701
- Participant contributions
- $593,783
- Total income / additions
- $3,247,806
- Benefits paid
- $1,630,823
- Administrative expenses
- $29,623
- Total expenses
- $1,660,446
- Net increase / (decrease)
- $1,587,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M2b Retirement Consulting, LLC | TPA | $0 | $10,081 |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,881 |