2023 Form 5500 filing — Bou Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions
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 20240827172232NAL0011219761001) for Bou Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions, reported by Bou Bancorp, Inc. under EIN 87-0661662 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827172232NAL0011219761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bou Bancorp, Inc.
- EIN
- 87-0661662
- Plan number
- 001
- Location
- Ogden, UT
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,051,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,051,950
- Employer contributions
- $1,334,224
- Participant contributions
- $2,343,666
- Total income / additions
- $10,609,161
- Benefits paid
- $5,857,279
- Administrative expenses
- $7,967
- Total expenses
- $5,865,246
- Net increase / (decrease)
- $4,743,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $30,842 |
| Cetera Advisor Networks Insurance S | OTHER SERVICES | $0 | $25,262 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,966 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |