2023 Form 5500 filing — Aderans Usa Savings & Retirement 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 20240805111141NAL0000687859001) for Aderans Usa Savings & Retirement Plan, reported by Bosley, Inc. under EIN 95-4233663 and plan number 002. It reports 1,946 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805111141NAL0000687859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bosley, Inc.
- EIN
- 95-4233663
- Plan number
- 002
- Location
- Beverly Hills, CA
- Participants
- 1,946
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,999,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,999,343
- Employer contributions
- $1,056,902
- Participant contributions
- $5,834,499
- Total income / additions
- $16,692,438
- Benefits paid
- $6,567,045
- Administrative expenses
- $328,369
- Total expenses
- $6,939,486
- Net increase / (decrease)
- $9,752,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $92,358 | not reported in the loaded dataset |
| Pasadena Private Wealth LLC | INVESTMENT ADVISOR | $90,664 | not reported in the loaded dataset |
| Fiduciary Outsourcing LLC | CONTRACT ADMIN | $57,405 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,631 | $0 |
| Farber Hass Hurley Llp | AUDITOR | $24,400 | not reported in the loaded dataset |
| Trucker Huss | ATTORNEY | $13,911 | not reported in the loaded dataset |