Bluetooth Sig Inc 401k Plan — Form 5500 plan (Bluetooth Sig 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, Bluetooth Sig Inc 401k Plan is a benefit plan reported by Bluetooth Sig Inc under EIN 52-2282302 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $19,182,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluetooth Sig Inc
- EIN
- 52-2282302
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkland, WA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $19,182,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240730050850NAL0019619537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,182,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,182,243
- Net assets (BOY)
- $14,656,290
Income & contributions
- Employer contributions
- $1,223,553
- Participant contributions
- $1,806,341
- Total contributions
- $3,029,894
- Total income / additions
- $5,954,569
Expenses & distributions
- Benefits paid
- $1,376,239
- Administrative expenses
- $50,996
- Total expenses
- $1,428,616
- Net increase / (decrease)
- $4,525,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | INVESTMENT/FINANCIAL ADVI | $49,791 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,204 | $0 | 2023 |