2023 Form 5500 filing — Boisset Family Estates, Inc. Retirement Savings 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 20241013022947NAL0024340465001) for Boisset Family Estates, Inc. Retirement Savings Plan, reported by Boisset Family Estates, Inc. under EIN 94-2681575 and plan number 001. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013022947NAL0024340465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boisset Family Estates, Inc.
- EIN
- 94-2681575
- Plan number
- 001
- Location
- St. Helena, CA
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,162,291
- Total liabilities (EOY)
- $46,919
- Net assets (EOY)
- $20,115,372
- Employer contributions
- $552,251
- Participant contributions
- $1,769,878
- Total income / additions
- $5,983,671
- Benefits paid
- $2,631,984
- Administrative expenses
- $106,082
- Total expenses
- $2,738,066
- Net increase / (decrease)
- $3,245,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rmr Wealth Builders Inc | SERVICE PROVIDER | $0 | $37,588 |
| Alliance Benefit Group Of Houston | THIRDPARTY ADMINISTRATOR | $0 | $8,835 |
| Calton And Associates, Inc. | SERVICE PROVIDER | $0 | $0 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |