Blue Bird 401(K) Plan — Form 5500 plan (Blue Bird Voluntary Money)
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 Bird 401(K) Plan is a benefit plan reported by Blue Bird Voluntary Money under EIN 58-0813156 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,972 participants and $106,707,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Bird Voluntary Money
- EIN
- 58-0813156
- Plan number
- 004
- Plan type
- 2
- Location
- Fort Valley, GA
- Latest filing year
- 2023
- Participants
- 1,972
- End-of-year plan assets
- $106,707,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,972 | H, C | 20240920150027NAL0010621056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,707,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,707,091
- Net assets (BOY)
- $97,307,789
Income & contributions
- Employer contributions
- $1,672,450
- Participant contributions
- $5,211,259
- Total contributions
- $7,303,710
- Total income / additions
- $25,910,370
Expenses & distributions
- Benefits paid
- $16,394,426
- Administrative expenses
- $108,674
- Total expenses
- $16,511,068
- Net increase / (decrease)
- $9,399,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Bird Body Company | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $53,937 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Bird Voluntary Money
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Fort Valley, GA
- Blue Bird Body Company — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation