2023 Form 5500 filing — Colorado Bluesky Enterprises Custom 401(K) Plan And Trust
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 20250415170436NAL0001588931001) for Colorado Bluesky Enterprises Custom 401(K) Plan And Trust, reported by Colorado Bluesky Enterprises under EIN 84-0561888 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415170436NAL0001588931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colorado Bluesky Enterprises
- EIN
- 84-0561888
- Plan number
- 001
- Location
- Pueblo, CO
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,409,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,409,723
- Employer contributions
- $49,617
- Participant contributions
- $100,187
- Total income / additions
- $346,189
- Benefits paid
- $417,533
- Administrative expenses
- $19,094
- Total expenses
- $436,627
- Net increase / (decrease)
- -$90,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annunity Ins Co | RECORDKEEPER | $15,579 | $0 |
| Osaic Wealth Inc | BROKER/ADVISER | $0 | $6,241 |
| Ascensus Holdings Inc | CONTRACT ADMIN | $2,750 | not reported in the loaded dataset |
| Leaf House Financial Advisors, LLC | OTHER | $659 | not reported in the loaded dataset |