Blueally Technology Solutions 401(K) Plan — Form 5500 plan (Blueally Technology 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, Blueally Technology Solutions 401(K) Plan is a benefit plan reported by Blueally Technology LLC under EIN 37-1736155 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $44,020,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blueally Technology LLC
- EIN
- 37-1736155
- Plan number
- 001
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $44,020,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241008060239NAL0017194497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,020,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,020,733
- Net assets (BOY)
- $13,398,185
Income & contributions
- Employer contributions
- $678,112
- Participant contributions
- $1,867,045
- Total contributions
- $3,188,505
- Total income / additions
- $5,796,843
Expenses & distributions
- Benefits paid
- $1,279,063
- Administrative expenses
- $50,327
- Total expenses
- $1,333,823
- Net increase / (decrease)
- $4,463,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $29,799 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $20,527 | $0 | 2023 |