Big Blue Marble 401(K) Retirement Plan — Form 5500 plan (Big Blue Marble Academy, 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, Big Blue Marble 401(K) Retirement Plan is a benefit plan reported by Big Blue Marble Academy, LLC under EIN 30-0999742 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $1,717,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big Blue Marble Academy, LLC
- EIN
- 30-0999742
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 826
- End-of-year plan assets
- $1,717,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241002101516NAL0004710819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,717,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,717,686
- Net assets (BOY)
- $587,298
Income & contributions
- Employer contributions
- $371,143
- Participant contributions
- $635,288
- Total contributions
- $1,035,505
- Total income / additions
- $1,235,248
Expenses & distributions
- Benefits paid
- $70,666
- Administrative expenses
- $34,194
- Total expenses
- $104,860
- Net increase / (decrease)
- $1,130,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $13,008 | $0 | 2023 |
| Level Four Advisory Services, LLC | INVESTMENT ADVISOR | $7,789 | not reported in the loaded dataset | 2023 |
| Cri Tpa Services LLC | CONTRACT ADMIN | $4,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $989 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Blue Marble Academy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Level Four Advisory Services, LLC — Schedule C compensation
- Cri Tpa Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation