2023 Form 5500 filing — Boka Powell, LLC. 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 20240828135441NAL0006832355001) for Boka Powell, LLC. 401(K) Plan, reported by Boka Powell, LLC under EIN 75-2850109 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.8MReported net assets$12,842,811
Participants151
Provider compensation$43.2K2 Schedule C row(s)$43,177
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828135441NAL0006832355001
Plan sponsor
Boka Powell, LLC
EIN
75-2850109
Plan number
001
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$756.6K
Benefits paid / distributions$713.3K
Contributions
Employer$359.7K
Participant$802.2K
Full reported line items
Total assets (EOY)
$12,842,811
Total liabilities (EOY)
$0
Net assets (EOY)
$12,842,811
Employer contributions
$359,689
Participant contributions
$802,156
Total income / additions
$2,941,412
Benefits paid
$713,302
Administrative expenses
$43,297
Total expenses
$756,599
Net increase / (decrease)
$2,184,813
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $22.4K
  2. 2
    RECORDKEEPER · Direct $20.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828135441NAL0006832355001 cover?
It is the 2023 Form 5500 filing for Boka Powell, LLC. 401(K) Plan, reported by Boka Powell, LLC (EIN 75-2850109).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages