2023 Form 5500 filing — Bogush/Wallington Plumbing 401(K) 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 20241014102537NAL0013130467001) for Bogush/Wallington Plumbing 401(K) Retirement Savings Plan, reported by Bogush Inc. under EIN 22-2086018 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102537NAL0013130467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bogush Inc.
- EIN
- 22-2086018
- Plan number
- 001
- Location
- Wallington, NJ
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,112,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,112,650
- Employer contributions
- $561,564
- Participant contributions
- $1,164,611
- Total income / additions
- $7,099,453
- Benefits paid
- $1,063,845
- Administrative expenses
- $74,160
- Total expenses
- $1,142,647
- Net increase / (decrease)
- $5,956,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Advisory Services, Inc | ADVISOR | $39,602 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $34,557 | $0 |