401k Plan data: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BLUE FORCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: BLUE FORCE, INC.

Employer identification number (EIN): 651187322

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01

Plan Statistics for BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 156
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 186
Number of participants with account balances 2021-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 152
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 196
Number of participants with account balances 2020-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 40
2019: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 36
2018: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 255
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 255
Number of participants with account balances 2018-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2021: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	156
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	186
Number of participants with account balances	2021-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	152
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	196
Number of participants with account balances	2020-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	40
2019: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	36
2018: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	255
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	255
Number of participants with account balances	2018-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2021 : BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-260,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$-260,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$12,839,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$12,671,967
Expenses. Interest paid	2021-12-31	$417,161
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$417,161
Total income from all sources (including contributions)	2021-12-31	$3,173,955
Total of all expenses incurred	2021-12-31	$422,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,433,955
Value of total assets at end of year	2021-12-31	$3,453,368
Value of total assets at beginning of year	2021-12-31	$535,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$272,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,751,001
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$-9,385,760
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$-12,136,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$170,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$430,000
Contributions received in cash from employer	2021-12-31	$3,433,955
Employer contributions (assets) at end of year	2021-12-31	$3,283,368
Employer contributions (assets) at beginning of year	2021-12-31	$105,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,793
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$12,566,760
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$12,671,967
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2021-12-31	560574444
2020 : BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-706,200
Total unrealized appreciation/depreciation of assets	2020-12-31	$-706,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$12,671,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$13,676,685
Expenses. Interest paid	2020-12-31	$450,711
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$450,711
Total income from all sources (including contributions)	2020-12-31	$660,869
Total of all expenses incurred	2020-12-31	$465,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$14,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,367,069
Value of total assets at end of year	2020-12-31	$535,206
Value of total assets at beginning of year	2020-12-31	$1,344,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$195,577
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$-12,136,761
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-12,332,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$430,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$1,136,200
Contributions received in cash from employer	2020-12-31	$1,367,069
Employer contributions (assets) at end of year	2020-12-31	$105,206
Employer contributions (assets) at beginning of year	2020-12-31	$208,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$14,581
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$12,671,967
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$13,676,685
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2020-12-31	560574444
2019 : BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-873,800
Total unrealized appreciation/depreciation of assets	2019-12-31	$-873,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,676,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$16,934,876
Expenses. Interest paid	2019-12-31	$514,190
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$514,190
Total income from all sources (including contributions)	2019-12-31	$589,852
Total of all expenses incurred	2019-12-31	$514,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,463,652
Value of total assets at end of year	2019-12-31	$1,344,347
Value of total assets at beginning of year	2019-12-31	$4,526,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$16,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$75,662
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-12,332,338
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-12,408,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$1,136,200
Assets. Invements in employer securities at beginning of year	2019-12-31	$2,010,000
Contributions received in cash from employer	2019-12-31	$1,463,652
Employer contributions (assets) at end of year	2019-12-31	$208,147
Employer contributions (assets) at beginning of year	2019-12-31	$2,516,876
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$13,676,685
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$16,918,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2019-12-31	560574444
2018 : BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-14,908,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$-14,908,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$16,934,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$16,876
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$16,876
Total income from all sources (including contributions)	2018-12-31	$-12,391,124
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$16,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,516,876
Value of total assets at end of year	2018-12-31	$4,526,876
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$16,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-12,408,000
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$-12,408,000
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$2,010,000
Contributions received in cash from employer	2018-12-31	$2,516,876
Employer contributions (assets) at end of year	2018-12-31	$2,516,876
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$16,918,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN	2018-12-31	541517420

Form 5500 Responses for BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLUEFORCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLUE FORCE, INC.
Employer identification number (EIN):	651187322
NAIC Classification:	541600