2023 Form 5500 filing — H.B. Boys 401(K)

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 20241010060048NAL0020521425001) for H.B. Boys 401(K), reported by H.B. Boys L.C. under EIN 87-0536706 and plan number 001. It reports 502 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)$3.1MReported net assets$3,053,027
Participants502
Provider compensation$37.7K2 Schedule C row(s)$37,660
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010060048NAL0020521425001
Plan sponsor
H.B. Boys L.C.
EIN
87-0536706
Plan number
001
Location
Sandy, UT
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$754.8K
Total expenses$560.4K
Benefits paid / distributions$508.3K
Contributions
Employer$25.4K
Participant$356.3K
Full reported line items
Total assets (EOY)
$3,053,027
Total liabilities (EOY)
$0
Net assets (EOY)
$3,053,027
Employer contributions
$25,350
Participant contributions
$356,313
Total income / additions
$754,756
Benefits paid
$508,257
Administrative expenses
$38,562
Total expenses
$560,431
Net increase / (decrease)
$194,325
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $22.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $14.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010060048NAL0020521425001 cover?
It is the 2023 Form 5500 filing for H.B. Boys 401(K), reported by H.B. Boys L.C. (EIN 87-0536706).
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