J. G. Boswell Company — 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, J. G. Boswell Company (EIN 95-0563800) is a plan sponsor located in Pasadena, CA 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
95-0563800
Location
Pasadena, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$130,811,392
Total reported liabilities (EOY)
$105,971
Total reported net assets (EOY)
$130,705,421

Contributions & income

Employer contributions
$6,210,415
Participant contributions
$3,623,448
Total income / additions
$22,079,044

Expenses & distributions

Benefits paid / distributions
$14,259,253
Total expenses
$15,293,984
Net increase / (decrease)
$6,785,060

Coverage

Total reported participants
2,687
Plans with financial statements
2
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

J. G. Boswell Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
J.G. Boswell Company Employees' Retirement Plan002867$67,563,7322023
J. G. Boswell Company 401(K) Plan0031,104$63,247,6602023
J. G. Boswell Company Benefits Plan507716not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J. G. Boswell Company
YearPlanParticipantsSchedulesFiling
2023J. G. Boswell Company Benefits Plan71620240708112755NAL0012243617001
2023J.G. Boswell Company Employees' Retirement Plan867H20241015115905NAL0029503057001
2023J. G. Boswell Company 401(K) Plan1,104H, C20241015120219NAL0047743424001

Related Form 5500 pages