2023 Form 5500 filing — Retirement Savings Plan Of Boardman & Clark Llp
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 20240807103408NAL0003567665001) for Retirement Savings Plan Of Boardman & Clark Llp, reported by Boardman & Clark Llp under EIN 45-3866466 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807103408NAL0003567665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boardman & Clark Llp
- EIN
- 45-3866466
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,956,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,956,717
- Employer contributions
- $1,025,888
- Participant contributions
- $1,337,640
- Total income / additions
- $12,129,250
- Benefits paid
- $2,626,913
- Administrative expenses
- $46,803
- Total expenses
- $2,673,716
- Net increase / (decrease)
- $9,455,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement | INVESTMENT ADVISOR | $53,541 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,738 | $0 |