2023 Form 5500 filing — Borsheim Jewelry Company 401(K) Savings 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 20240906154207NAL0001310529001) for Borsheim Jewelry Company 401(K) Savings Plan, reported by Borsheim Jewelry Company, Inc. under EIN 47-0546003 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906154207NAL0001310529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Borsheim Jewelry Company, Inc.
- EIN
- 47-0546003
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,169,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,169,871
- Employer contributions
- $469,654
- Participant contributions
- $885,861
- Total income / additions
- $4,083,812
- Benefits paid
- $2,863,098
- Administrative expenses
- $21,812
- Total expenses
- $2,884,910
- Net increase / (decrease)
- $1,198,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lutz Co | NONE | $17,396 | not reported in the loaded dataset |
| United Of Omaha | INVESTMENT COMPANY | $4,416 | $0 |