Blueshift 401(K) Plan — Form 5500 plan (Blueshift Holdings, Lp)
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, Blueshift 401(K) Plan is a benefit plan reported by Blueshift Holdings, Lp under EIN 37-1873591 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $2,461,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blueshift Holdings, Lp
- EIN
- 37-1873591
- Plan number
- 001
- Plan type
- 2
- Location
- Red Bank, NJ
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $2,461,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20241014144102NAL0027586689001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,461,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,461,983
- Net assets (BOY)
- $2,108,106
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $184,149
- Total income / additions
- $675,137
Expenses & distributions
- Benefits paid
- $319,546
- Administrative expenses
- $0
- Total expenses
- $321,260
- Net increase / (decrease)
- $353,877
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.