Blue Mantis, Inc 401k Plan — Form 5500 plan (Blue Mantis, Inc)

Plain-English plan 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, Blue Mantis, Inc 401k Plan is a benefit plan reported by Blue Mantis, Inc under EIN 01-0504323 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $27,822,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Mantis, Inc
EIN
01-0504323
Plan number
001
Plan type
2
Location
Portsmouth, NH
Latest filing year
2023
Participants
354
End-of-year plan assets
$27,822,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241015143625NAL0030003217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,822,210
Net assets (EOY)
$27,822,210
Net assets (BOY)
$22,062,346

Income & contributions

Employer contributions
$619,485
Participant contributions
$2,646,693
Total contributions
$3,723,756
Total income / additions
$7,778,408

Expenses & distributions

Benefits paid
$1,958,564
Administrative expenses
$59,980
Total expenses
$2,018,544
Net increase / (decrease)
$5,759,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLCINVESTMENT ADVISOR$25,000$02023
Capital Grp Retirement Plan ServiceRECORDKEEPER$23,903$02023
The Pension Service IncCONTRACT ADMIN$22,512$02023

Related Form 5500 pages