Blu Dot Design & Manufacturing 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Blu Dot Design & Manufacturing, 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, Blu Dot Design & Manufacturing 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Blu Dot Design & Manufacturing, Inc. under EIN 41-1860158 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $11,023,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blu Dot Design & Manufacturing, Inc.
- EIN
- 41-1860158
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $11,023,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241014171105NAL0015344115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,023,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,023,070
- Net assets (BOY)
- $9,165,082
Income & contributions
- Employer contributions
- $164,328
- Participant contributions
- $1,081,015
- Total contributions
- $1,365,710
- Total income / additions
- $2,950,758
Expenses & distributions
- Benefits paid
- $1,013,046
- Administrative expenses
- $72,923
- Total expenses
- $1,092,770
- Net increase / (decrease)
- $1,857,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,263 | $0 | 2023 |
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $33,594 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,066 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blu Dot Design & Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Christensen Group Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation