Blue Force 401(K) Profit Sharing Plan — Form 5500 plan (Blue Force, 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 Force 401(K) Profit Sharing Plan is a benefit plan reported by Blue Force, Inc. under EIN 65-1187322 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $9,159,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Force, Inc.
EIN
65-1187322
Plan number
001
Plan type
2
Location
Hampton, VA
Latest filing year
2023
Participants
242
End-of-year plan assets
$9,159,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241015104029NAL0016163987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,159,741
Total liabilities (EOY)
$0
Net assets (EOY)
$9,159,741
Net assets (BOY)
$7,937,550

Income & contributions

Employer contributions
$274,859
Participant contributions
$572,964
Total contributions
$847,823
Total income / additions
$2,076,890

Expenses & distributions

Benefits paid
$835,882
Administrative expenses
$13,594
Total expenses
$854,699
Net increase / (decrease)
$1,222,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual InvestmentADVISOR$0$20,3532023
Fidelity Investments InstitutionalRECORDKEEPER$13,594$02023

Related Form 5500 pages