Plan5500

Blue Ocean Realty, LLC Retirement Plan — Form 5500 plan (Blue Ocean Realty, LLC)

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 Ocean Realty, LLC Retirement Plan is a benefit plan reported by Blue Ocean Realty, LLC under EIN 20-1875198 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $2,000,724 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$1,993,406
Participants123Covered participants reported
Assets / participant$16.3KComputed: assets ÷ participants$16,266 (computed)
Provider compensationNone reported
Plan sponsor
Blue Ocean Realty, LLC
EIN
20-1875198
Plan number
001
Plan type
2
Location
Reisterstown, MD
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    123 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$7.3K
Money in vs. money out
Total income / additions$589.8K
Total expenses$171.3K
Benefits paid / distributions$154.8K
Contributions
Employer$72.2K
Participant$243.3K
Full reported line items

Net assets

Total assets (EOY)
$2,000,724
Total liabilities (EOY)
$7,318
Net assets (EOY)
$1,993,406
Net assets (BOY)
$1,574,947

Income & contributions

Employer contributions
$72,196
Participant contributions
$243,345
Total contributions
$315,541
Total income / additions
$589,750

Expenses & distributions

Benefits paid
$154,799
Administrative expenses
$89
Total expenses
$171,291
Net increase / (decrease)
$418,459
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages