2023 Form 5500 filing — Boston Semi Equipment LLC 401k Profit Sharing Plan And Trust

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 20241014063514NAL0043709168001) for Boston Semi Equipment LLC 401k Profit Sharing Plan And Trust, reported by Boston Semi Equipment LLC under EIN 30-0825013 and plan number 001. It reports 116 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)$7MReported net assets$7,029,724
Participants116
Provider compensation$26.2K2 Schedule C row(s)$26,247
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014063514NAL0043709168001
Plan sponsor
Boston Semi Equipment LLC
EIN
30-0825013
Plan number
001
Location
Billerica, MA
Received date
not reported in the loaded dataset
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)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$315.2K
Benefits paid / distributions$288.9K
Contributions
Employer$265.2K
Participant$821.3K
Full reported line items
Total assets (EOY)
$7,029,724
Total liabilities (EOY)
$0
Net assets (EOY)
$7,029,724
Employer contributions
$265,220
Participant contributions
$821,282
Total income / additions
$2,470,769
Benefits paid
$288,930
Administrative expenses
$26,247
Total expenses
$315,177
Net increase / (decrease)
$2,155,592

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity InvestmentsNONE$16,372$0
First National CorporationNONE$9,875not reported in the loaded dataset

Related Form 5500 pages