2023 Form 5500 filing — Bose Mckinney & Evans 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 20241009135633NAL0018483969001) for Bose Mckinney & Evans Retirement Plan, reported by Bose Mckinney & Evans Llp under EIN 35-0957980 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135633NAL0018483969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bose Mckinney & Evans Llp
- EIN
- 35-0957980
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,981,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,981,077
- Employer contributions
- $3,158,066
- Participant contributions
- $2,388,233
- Total income / additions
- $24,966,061
- Benefits paid
- $13,656,970
- Administrative expenses
- $55,197
- Total expenses
- $13,712,917
- Net increase / (decrease)
- $11,253,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $34,198 | $0 |
| Greenwalt Cpas, Inc. | AUDITOR | $20,999 | not reported in the loaded dataset |
| Performance Wealth | ADVISOR | $9,374 | not reported in the loaded dataset |
| Woodley Farra Manion Portfolio | ADVISOR | $6,194 | not reported in the loaded dataset |
| Strategic Benefit Consultants | ADVISOR | $3,347 | not reported in the loaded dataset |