How many benefit plans does The Boucher Group, Inc. report on Form 5500?

The Boucher Group, Inc. (EIN 39-1607079) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Boucher Group, Inc.?

The Employer Identification Number (EIN) reported for The Boucher Group, Inc. is 39-1607079.

What is the latest Form 5500 filing year for The Boucher Group, Inc.?

The latest loaded Form 5500 filing year for The Boucher Group, Inc. is 2023.

The Boucher 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, The Boucher Group, Inc. (EIN 39-1607079) is a plan sponsor located in Greenfield, WI 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: 39-1607079
Location: Greenfield, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,869,654
Total reported liabilities (EOY): $214,275
Total reported net assets (EOY): $42,655,379

Contributions & income

Employer contributions: $278,227
Participant contributions: $2,200,330
Total income / additions: $8,849,253

Expenses & distributions

Benefits paid / distributions: $1,854,581
Total expenses: $2,074,929
Net increase / (decrease): $6,774,324

Coverage

Total reported participants: 1,983
Plans with financial statements: 1
Plans with provider compensation: 1

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

The Boucher Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Boucher Group 401(K) Profit-Sharing Savings Plan	001	1,068	$42,869,654	2023
The Boucher Preferred Health Plan	501	915	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Boucher Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Boucher Preferred Health Plan	915	—	20240725170458NAL0009510339001
2023	The Boucher Group 401(K) Profit-Sharing Savings Plan	1,068	H, C	20240805154609NAL0000826291001