2023 Form 5500 filing — Boyle Investment Company Retirement Savings Plan & Trust
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 20241004153724NAL0011594225001) for Boyle Investment Company Retirement Savings Plan & Trust, reported by Boyle Investment Company under EIN 62-0136740 and plan number 002. It reports 153 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)$73MReported net assets$72,971,844
Participants153
Provider compensation$178K3 Schedule C row(s)$178,043
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004153724NAL0011594225001
- Plan sponsor
- Boyle Investment Company
- EIN
- 62-0136740
- Plan number
- 002
- Location
- Memphis, TN
- Received date
- not reported in the loaded dataset
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)$73M total assets
Net assets$73MLiabilities$0
Full reported line items
- Total assets (EOY)
- $72,971,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,971,844
- Employer contributions
- $830,271
- Participant contributions
- $934,127
- Total income / additions
- $14,776,654
- Benefits paid
- $6,909,190
- Administrative expenses
- $178,193
- Total expenses
- $7,087,383
- Net increase / (decrease)
- $7,689,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ruane Cunniff & Goldfarb, Inc. | INVESTMENT MANAGER | $81,465 | $0 |
| The Trust Company Of Tennessee | NONE | $64,351 | $0 |
| Newsouth Capital Management, Inc. | INVESTMENT MANAGER | $32,227 | $0 |