Bluestone Homes 401(K) Plan & Trust — Form 5500 plan (Bluestone Homes, Incorporated)
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, Bluestone Homes 401(K) Plan & Trust is a benefit plan reported by Bluestone Homes, Incorporated under EIN 91-1833316 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $2,981,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluestone Homes, Incorporated
- EIN
- 91-1833316
- Plan number
- 002
- Plan type
- 2
- Location
- Oregon City, OR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $2,981,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240329111930NAL0007182944001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,981,814
- Net assets (EOY)
- $2,981,814
- Net assets (BOY)
- $2,746,118
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $243,836
Expenses & distributions
- Benefits paid
- $8,000
- Administrative expenses
- $140
- Total expenses
- $8,140
- Net increase / (decrease)
- $235,696
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.