Bloom Engineering Company, Inc. Savings Plan — Form 5500 plan (Bloom Engineering Company, 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, Bloom Engineering Company, Inc. Savings Plan is a benefit plan reported by Bloom Engineering Company, Inc. under EIN 25-0938174 and plan number 003. The latest loaded filing year is 2023. The filing reports 123 participants and $12,305,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bloom Engineering Company, Inc.
EIN
25-0938174
Plan number
003
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
123
End-of-year plan assets
$12,305,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241211132326NAL0023469970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,305,516
Total liabilities (EOY)
$1,091
Net assets (EOY)
$12,304,425
Net assets (BOY)
$10,717,065

Income & contributions

Employer contributions
$811,701
Participant contributions
$593,783
Total contributions
$1,422,470
Total income / additions
$3,247,806

Expenses & distributions

Benefits paid
$1,630,823
Administrative expenses
$29,623
Total expenses
$1,660,446
Net increase / (decrease)
$1,587,360

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M2b Retirement Consulting, LLCTPA$0$10,0812023
MorningstarINVESTMENT ADVISORY$0$1,8812023

Related Form 5500 pages