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BLUE CHIP PARTNERS, LLC 401k Plan overview

Plan NameBLUE CHIP PARTNERS, LLC
Plan identification number 001

BLUE CHIP PARTNERS, LLC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE CHIP PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:BLUE CHIP PARTNERS, LLC
Employer identification number (EIN):201290017
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CHIP PARTNERS, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ERIN GOSS
0012023-01-01
0012023-01-01ERIN GOSS
0012022-01-01
0012022-01-01ERIN GOSS
0012021-01-01
0012021-01-01DAVID FORET
0012020-01-01
0012019-01-01
0012018-01-01DAVID FORET
0012017-01-01ROBERT STEINBERG2018-02-19
0012016-01-01ROBERT STEINBERG2017-02-08
0012015-01-01ROBERT STEINBERG2016-02-24
0012014-01-01ROBERT STEINBERG2015-02-18
0012013-04-01ROBERT STEINBERG2014-02-27

Financial Data on BLUE CHIP PARTNERS, LLC

Measure Date Value
2023 : BLUE CHIP PARTNERS, LLC 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,542,313
Expenses. Total of all expenses incurred2023-12-31$29,315
Benefits paid (including direct rollovers)2023-12-31$27,339
Total plan assets at end of year2023-12-31$10,814,027
Total plan assets at beginning of year2023-12-31$8,301,029
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$391,335
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$51,468
Other income received2023-12-31$1,890,256
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,512,998
Net plan assets at end of year (total assets less liabilities)2023-12-31$10,814,027
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$8,301,029
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$209,254
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,976
2022 : BLUE CHIP PARTNERS, LLC 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$436,271
Expenses. Total of all expenses incurred2022-12-31$21,858
Benefits paid (including direct rollovers)2022-12-31$9,215
Total plan assets at end of year2022-12-31$8,301,029
Total plan assets at beginning of year2022-12-31$7,886,616
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$308,248
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$986,030
Other income received2022-12-31$-1,099,877
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$414,413
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,301,029
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,886,616
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$241,870
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$10,968
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,675
2021 : BLUE CHIP PARTNERS, LLC 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,803,634
Expenses. Total of all expenses incurred2021-12-31$334,669
Benefits paid (including direct rollovers)2021-12-31$333,169
Total plan assets at end of year2021-12-31$7,886,616
Total plan assets at beginning of year2021-12-31$5,417,651
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$241,820
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$975,698
Other income received2021-12-31$1,427,998
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,468,965
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,886,616
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,417,651
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$158,118
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,500
2020 : BLUE CHIP PARTNERS, LLC 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,016,160
Expenses. Total of all expenses incurred2020-12-31$20,551
Benefits paid (including direct rollovers)2020-12-31$19,126
Total plan assets at end of year2020-12-31$5,417,651
Total plan assets at beginning of year2020-12-31$4,422,042
Value of fidelity bond covering the plan2020-12-31$660,923
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$201,881
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$674,990
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$995,609
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,417,651
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,422,042
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$139,289
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,425
2019 : BLUE CHIP PARTNERS, LLC 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,258,340
Expenses. Total of all expenses incurred2019-12-31$17,531
Benefits paid (including direct rollovers)2019-12-31$10,991
Total plan assets at end of year2019-12-31$4,422,042
Total plan assets at beginning of year2019-12-31$3,181,233
Value of fidelity bond covering the plan2019-12-31$660,923
Total contributions received or receivable from participants2019-12-31$167,194
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$961,868
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,240,809
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,422,042
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,181,233
Total contributions received or receivable from employer(s)2019-12-31$129,278
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,540
2018 : BLUE CHIP PARTNERS, LLC 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$27,545
Expenses. Total of all expenses incurred2018-12-31$350
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$3,181,233
Total plan assets at beginning of year2018-12-31$3,154,038
Value of fidelity bond covering the plan2018-12-31$660,923
Total contributions received or receivable from participants2018-12-31$157,216
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-177,474
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$27,195
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,181,233
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,154,038
Total contributions received or receivable from employer(s)2018-12-31$47,803
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$350

Form 5500 Responses for BLUE CHIP PARTNERS, LLC

2023: BLUE CHIP PARTNERS, LLC 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BLUE CHIP PARTNERS, LLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLUE CHIP PARTNERS, LLC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLUE CHIP PARTNERS, LLC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLUE CHIP PARTNERS, LLC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLUE CHIP PARTNERS, LLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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