2023 Form 5500 filing — Boddie-Noell Enterprises, Inc. Savings And Employee Retirement 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 20241014152017NAL0015193859001) for Boddie-Noell Enterprises, Inc. Savings And Employee Retirement Plan, reported by Boddie-Noell Enterprises, Inc. under EIN 56-0751071 and plan number 333. It reports 4,254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152017NAL0015193859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boddie-Noell Enterprises, Inc.
- EIN
- 56-0751071
- Plan number
- 333
- Location
- Rocky Mount, NC
- Participants
- 4,254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,820,760
- Total liabilities (EOY)
- $44,832
- Net assets (EOY)
- $59,775,928
- Employer contributions
- $422,928
- Participant contributions
- $1,937,786
- Total income / additions
- $10,731,804
- Benefits paid
- $6,854,512
- Administrative expenses
- $164,212
- Total expenses
- $7,155,652
- Net increase / (decrease)
- $3,576,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $117,564 | $0 |
| Pbmares | ACCOUNTING | $21,648 | not reported in the loaded dataset |
| Capfinancial Partners, LLC. | CONSULTANT | $17,911 | not reported in the loaded dataset |