2023 Form 5500 filing — Boulder Associates, Inc. 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 20241009154723NAL0033290848001) for Boulder Associates, Inc. 401(K) Plan, reported by Boulder Associates, Inc. under EIN 84-0817826 and plan number 001. It reports 231 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)$33.3MReported net assets$33,335,593
Participants231
Provider compensation$104.2K3 Schedule C row(s)$104,187
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009154723NAL0033290848001
Plan sponsor
Boulder Associates, Inc.
EIN
84-0817826
Plan number
001
Location
Boulder, CO
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)$33.3M total assets
Net assets$33.3MLiabilities$0
Money in vs. money out
Total income / additions$9.8M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$1M
Participant$1.9M
Full reported line items
Total assets (EOY)
$33,335,593
Total liabilities (EOY)
$0
Net assets (EOY)
$33,335,593
Employer contributions
$1,008,005
Participant contributions
$1,887,765
Total income / additions
$9,839,477
Benefits paid
$2,704,215
Administrative expenses
$104,187
Total expenses
$2,808,402
Net increase / (decrease)
$7,031,075
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $38.8K
  2. 2
    RECORDKEEPER · Direct $34.4K
  3. 3
    ADVISOR · Direct $31K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009154723NAL0033290848001 cover?
It is the 2023 Form 5500 filing for Boulder Associates, Inc. 401(K) Plan, reported by Boulder Associates, Inc. (EIN 84-0817826).
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