Bloem 401(K) Retirement Savings Plan — Form 5500 plan (Bloem 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, Bloem 401(K) Retirement Savings Plan is a benefit plan reported by Bloem LLC under EIN 45-4690080 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $3,796,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bloem LLC
- EIN
- 45-4690080
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $3,796,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241015133919NAL0016509843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,796,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,796,100
- Net assets (BOY)
- $3,167,251
Income & contributions
- Employer contributions
- $265,305
- Participant contributions
- $370,622
- Total contributions
- $874,631
- Total income / additions
- $1,462,514
Expenses & distributions
- Benefits paid
- $811,423
- Administrative expenses
- $22,242
- Total expenses
- $833,665
- Net increase / (decrease)
- $628,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $26,380 | $0 | 2023 |
| Raymond James Financial Services | BROKER/ADVISOR | $0 | $7,727 | 2023 |
| Watkins Ross & Co. | CONTRACT ADMINISTRATOR | $0 | $3,203 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,977 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bloem LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Empower Annuity Insurance Co. — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Watkins Ross & Co. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation