Blue Beacon, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Blue Beacon, 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, Blue Beacon, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Blue Beacon, Inc. under EIN 48-0843137 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,739 participants and $132,503,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Beacon, Inc.
- EIN
- 48-0843137
- Plan number
- 001
- Plan type
- 2
- Location
- Salina, KS
- Latest filing year
- 2023
- Participants
- 3,739
- End-of-year plan assets
- $132,503,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,739 | H, C | 20240926144814NAL0000814161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,503,070
- Total liabilities (EOY)
- $398,256
- Net assets (EOY)
- $132,104,814
- Net assets (BOY)
- $113,244,062
Income & contributions
- Employer contributions
- $3,118,763
- Participant contributions
- $6,418,096
- Total contributions
- $9,562,926
- Total income / additions
- $29,169,344
Expenses & distributions
- Benefits paid
- $9,493,770
- Administrative expenses
- $416,565
- Total expenses
- $10,308,592
- Net increase / (decrease)
- $18,860,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allen, Gibbs & Houlik, Lc | RECORDKEEPER | $232,268 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | INVESTMENT ADVISOR | $117,312 | not reported in the loaded dataset | 2023 |
| Two West | INVESTMENT ADVISORS | $52,185 | not reported in the loaded dataset | 2023 |
| Kcoe Isom, Llp | AUDITOR | $14,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Beacon, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Salina, KS
- Allen, Gibbs & Houlik, Lc — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Two West — Schedule C compensation
- Kcoe Isom, Llp — Schedule C compensation