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BLUE STONE MANAGEMENT RETIREMENT TRUST 401k Plan overview

Plan NameBLUE STONE MANAGEMENT RETIREMENT TRUST
Plan identification number 001

BLUE STONE MANAGEMENT RETIREMENT TRUST 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.
  • 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.

401k Sponsoring company profile

BLUE STONE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:BLUE STONE MANAGEMENT
Employer identification number (EIN):455615398
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE STONE MANAGEMENT RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIE STRIVENS2024-07-09
0012022-01-01JULIE STRIVENS2023-07-11
0012021-01-01JULIE STRIVENS2022-07-14
0012020-01-01JULIE STRIVENS2021-07-16
0012019-01-01JULIE STRIVENS2020-07-17
0012018-01-01JULIE STRIVENS2019-06-26
0012017-01-01JULIE STRIVENS2018-07-16
0012016-01-01PLAN SPONSOR2017-07-24

Financial Data on BLUE STONE MANAGEMENT RETIREMENT TRUST

Measure Date Value
2025 : BLUE STONE MANAGEMENT RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-31112477
Net assets as of the end of the plan year2025-07-31498005
Total assets as of the beginning of the plan year2025-07-31448248
Value of plan covered by a fidelity bond2025-07-310
Participant contributions to plan in this plan year2025-07-3165432
Value of participant loans at end of plan year2025-07-310
Other contributions to plan in this plan year2025-07-31811
Other income to plan in this plan year2025-07-3168272
Plan net income in this plan year2025-07-3149757
Net assets as of the end of the plan year2025-07-31498005
Net assets as of the beginning of the plan year2025-07-31448248
Employer contributions to plan in this plan year2025-07-3127719
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-311031
2024 : BLUE STONE MANAGEMENT RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0927936
Net assets as of the end of the plan year2024-07-09448248
Total assets as of the beginning of the plan year2024-07-09347474
Value of plan covered by a fidelity bond2024-07-090
Participant contributions to plan in this plan year2024-07-0941168
Value of participant loans at end of plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0968199
Plan net income in this plan year2024-07-09100774
Net assets as of the end of the plan year2024-07-09448248
Net assets as of the beginning of the plan year2024-07-09347474
Employer contributions to plan in this plan year2024-07-0919343
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09941
2022 : BLUE STONE MANAGEMENT RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1468965
Net assets as of the end of the plan year2022-07-14368290
Total assets as of the beginning of the plan year2022-07-14319893
Value of plan covered by a fidelity bond2022-07-140
Participant contributions to plan in this plan year2022-07-1453287
Value of participant loans at end of plan year2022-07-147343
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-1445296
Plan net income in this plan year2022-07-1448397
Net assets as of the end of the plan year2022-07-14368290
Net assets as of the beginning of the plan year2022-07-14319893
Employer contributions to plan in this plan year2022-07-1418779
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-141088

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