Bluum 401(K) Plan — Form 5500 plan (Bluum Usa, 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, Bluum 401(K) Plan is a benefit plan reported by Bluum Usa, Inc. under EIN 86-0716114 and plan number 001. The latest loaded filing year is 2023. The filing reports 675 participants and $24,570,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluum Usa, Inc.
- EIN
- 86-0716114
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 675
- End-of-year plan assets
- $24,570,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 675 | H, C | 20241014102544NAL0053105330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,570,644
- Total liabilities (EOY)
- $5,367
- Net assets (EOY)
- $24,565,277
- Net assets (BOY)
- $20,147,531
Income & contributions
- Employer contributions
- $480,991
- Participant contributions
- $2,242,922
- Total contributions
- $3,383,020
- Total income / additions
- $6,492,375
Expenses & distributions
- Benefits paid
- $2,014,160
- Administrative expenses
- $55,008
- Total expenses
- $2,074,629
- Net increase / (decrease)
- $4,417,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $62,167 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,430 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $23,314 | $0 | 2023 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $21,228 | not reported in the loaded dataset | 2023 |
| Cbiz Operations Inc Dba Cbiz Mhm Ll | AUDITOR | $1,000 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $170 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluum Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation
- Cbiz Operations Inc Dba Cbiz Mhm Ll — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation