Bozzuto'S Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bozzuto'S Incorporated (EIN 06-0606469) is a plan sponsor located in Cheshire, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0606469
Location
Cheshire, CT
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$133,699,493
Total reported liabilities (EOY)
$284,925
Total reported net assets (EOY)
$133,414,568

Contributions & income

Employer contributions
$2,162,328
Participant contributions
$6,822,158
Total income / additions
$32,725,102

Expenses & distributions

Benefits paid / distributions
$10,619,819
Total expenses
$11,170,059
Net increase / (decrease)
$21,555,043

Coverage

Total reported participants
4,635
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bozzuto'S Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bozzuto'S, Inc. 401(K) Plan0021,838$83,952,9212023
Bozzuto'S Inc. Employees Profit Sharing And Stock Ownership Plan0011,700$49,746,5722023
Bozzuto'S Inc Health And Welfare Plan5051,097not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bozzuto'S Incorporated
YearPlanParticipantsSchedulesFiling
2023Bozzuto'S Inc Health And Welfare Plan1,097C20240904152646NAL0041447442001
2023Bozzuto'S, Inc. 401(K) Plan1,838H, C20241015090920NAL0047140656001
2023Bozzuto'S Inc. Employees Profit Sharing And Stock Ownership Plan1,700H, C20250910125106NAL0035088928001

Related Form 5500 pages