Colorado Bluesky Enterprises Custom 401(K) Plan And Trust — Form 5500 plan (Colorado Bluesky Enterprises)
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, Colorado Bluesky Enterprises Custom 401(K) Plan And Trust is a benefit plan reported by Colorado Bluesky Enterprises under EIN 84-0561888 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $1,409,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado Bluesky Enterprises
- EIN
- 84-0561888
- Plan number
- 001
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $1,409,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20250415170436NAL0001588931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,409,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,409,723
- Net assets (BOY)
- $1,500,161
Income & contributions
- Employer contributions
- $49,617
- Participant contributions
- $100,187
- Total contributions
- $151,620
- Total income / additions
- $346,189
Expenses & distributions
- Benefits paid
- $417,533
- Administrative expenses
- $19,094
- Total expenses
- $436,627
- Net increase / (decrease)
- -$90,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annunity Ins Co | RECORDKEEPER | $15,579 | $0 | 2023 |
| Osaic Wealth Inc | BROKER/ADVISER | $0 | $6,241 | 2023 |
| Ascensus Holdings Inc | CONTRACT ADMIN | $2,750 | not reported in the loaded dataset | 2023 |
| Leaf House Financial Advisors, LLC | OTHER | $659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colorado Bluesky Enterprises
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Pueblo, CO
- Empower Annunity Ins Co — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Ascensus Holdings Inc — Schedule C compensation
- Leaf House Financial Advisors, LLC — Schedule C compensation