2023 Form 5500 filing — The Bosworth Company Employees Thrift 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 20241014101640NAL0025903969001) for The Bosworth Company Employees Thrift Plan, reported by The Bosworth Company under EIN 75-1012121 and plan number 002. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101640NAL0025903969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bosworth Company
- EIN
- 75-1012121
- Plan number
- 002
- Location
- Midland, TX
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,132,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,132,226
- Employer contributions
- $460,420
- Participant contributions
- $1,301,742
- Total income / additions
- $4,552,973
- Benefits paid
- $2,400,976
- Administrative expenses
- $154,097
- Total expenses
- $2,555,073
- Net increase / (decrease)
- $1,997,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | NONE | $74,462 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $56,005 | not reported in the loaded dataset |
| Pentec Pension Mgmt | NONE | $9,875 | $10,000 |
| Empower Annuity Ins Co Of Am | NONE | $11,451 | $0 |