Bouma Group, Inc. — 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, Bouma Group, Inc. (EIN 20-1562907) is a plan sponsor located in Grand Rapids, MI with 2 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
20-1562907
Location
Grand Rapids, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bouma Group, Inc.

  • 2 loaded plans hold $31.8M in reported assets.
  • The largest, Bouma Group, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 502 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.8MSummed across loaded plans$31,831,586
Total reported assets$31.8M$31,831,586
Total reported participants502
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31.8M total assets
Net assets$31.8MLiabilities$0
Contributions & income
Employer contributions$888.8K
Participant contributions$1M
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bouma Group, Inc. Retirement Plan
Participants per plan251Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 295 participants · 2023
  2. 2
    Bouma Group, Inc. Health Care Plannot reported in the loaded dataset
    Plan #504 · 207 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bouma Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Bouma Group, Inc. Retirement Plan295 participants · 3Sch HSch C
    View filing →
  2. 2023
    Bouma Group, Inc. Health Care Plan207 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bouma Group, Inc. report on Form 5500?
Bouma Group, Inc. (EIN 20-1562907) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bouma Group, Inc.?
The Employer Identification Number (EIN) reported for Bouma Group, Inc. is 20-1562907.
What is the latest Form 5500 filing year for Bouma Group, Inc.?
The latest loaded Form 5500 filing year for Bouma Group, Inc. is 2023.

Related Form 5500 pages