2023 Form 5500 filing — John Boos & Co. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725051822NAL0029500818001) for John Boos & Co. 401(K) Plan, reported by John Boos & Co. under EIN 36-4060778 and plan number 003. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725051822NAL0029500818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Boos & Co.
- EIN
- 36-4060778
- Plan number
- 003
- Location
- Effingham, IL
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,417,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,417,980
- Employer contributions
- $587,611
- Participant contributions
- $1,281,782
- Total income / additions
- $5,973,092
- Benefits paid
- $2,714,908
- Administrative expenses
- $41,683
- Total expenses
- $2,756,860
- Net increase / (decrease)
- $3,216,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $39,207 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,475 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |