2023 Form 5500 filing — Boeing Intelligence & Analytics 401(K) Profit Sharing 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 20240726132249NAL0026567040001) for Boeing Intelligence & Analytics 401(K) Profit Sharing Plan, reported by Boeing Intelligence & Analytics under EIN 27-0004739 and plan number 001. It reports 533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726132249NAL0026567040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boeing Intelligence & Analytics
- EIN
- 27-0004739
- Plan number
- 001
- Location
- Annapolis Junction, MD
- Participants
- 533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,896,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,896,751
- Employer contributions
- $5,868,913
- Participant contributions
- $5,253,151
- Total income / additions
- $24,731,823
- Benefits paid
- $8,668,053
- Administrative expenses
- $163,309
- Total expenses
- $8,833,937
- Net increase / (decrease)
- $15,897,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISOR | $108,923 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $54,386 | $0 |