Borsheim Jewelry Co., 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, Borsheim Jewelry Co., Inc. (EIN 47-0546003) is a plan sponsor located in Omaha, NE 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
47-0546003
Location
Omaha, NE
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,169,871
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,169,871

Contributions & income

Employer contributions
$469,654
Participant contributions
$885,861
Total income / additions
$4,083,812

Expenses & distributions

Benefits paid / distributions
$2,863,098
Total expenses
$2,884,910
Net increase / (decrease)
$1,198,902

Coverage

Total reported participants
355
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

Borsheim Jewelry Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Borsheim Jewelry Company 401(K) Savings Plan001230$18,169,8712023
Borsheim Jewelry Co., Inc. Health & Welfare Plan501125not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Borsheim Jewelry Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Borsheim Jewelry Co., Inc. Health & Welfare Plan12520240607173741NAL0024073521001
2023Borsheim Jewelry Company 401(K) Savings Plan230H, C20240906154207NAL0001310529001

Related Form 5500 pages