2023 Form 5500 filing — Boarman Kroos Vogel Group, Inc. 401(K) Retirement 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 20241007144759NAL0015357345001) for Boarman Kroos Vogel Group, Inc. 401(K) Retirement Plan, reported by Boarman Kroos Vogel Group, Inc. under EIN 41-1326637 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144759NAL0015357345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boarman Kroos Vogel Group, Inc.
- EIN
- 41-1326637
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,337,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,337,271
- Employer contributions
- $549,585
- Participant contributions
- $1,920,140
- Total income / additions
- $5,263,658
- Benefits paid
- $810,613
- Administrative expenses
- $65,742
- Total expenses
- $876,535
- Net increase / (decrease)
- $4,387,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $62,552 | $0 |