Blue Stone Therapy 401(K) Plan — Form 5500 plan (Blue Stone Therapy, 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 Stone Therapy 401(K) Plan is a benefit plan reported by Blue Stone Therapy, Inc. under EIN 84-1787423 and plan number 001. The latest loaded filing year is 2023. The filing reports 729 participants and $5,831,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Stone Therapy, Inc.
EIN
84-1787423
Plan number
001
Plan type
2
Location
Urbandale, IA
Latest filing year
2023
Participants
729
End-of-year plan assets
$5,831,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023729H, C20241010121040NAL0020042257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,831,772
Total liabilities (EOY)
$0
Net assets (EOY)
$5,831,772
Net assets (BOY)
$0

Income & contributions

Employer contributions
$68,060
Participant contributions
$272,380
Total contributions
$362,871
Total income / additions
$701,570

Expenses & distributions

Benefits paid
$120,862
Administrative expenses
$11,196
Total expenses
$132,058
Net increase / (decrease)
$569,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$11,196$02023

Related Form 5500 pages