2023 Form 5500 filing — Boulder Scientific Company 401(K) Savings & 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 20241014175651NAL0054700994001) for Boulder Scientific Company 401(K) Savings & Retirement Plan, reported by Boulder Scientific Company under EIN 84-0537745 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175651NAL0054700994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boulder Scientific Company
- EIN
- 84-0537745
- Plan number
- 001
- Location
- Mead, CO
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,481,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,481,621
- Employer contributions
- $881,356
- Participant contributions
- $1,411,793
- Total income / additions
- $5,794,435
- Benefits paid
- $2,066,029
- Administrative expenses
- $95,863
- Total expenses
- $2,170,416
- Net increase / (decrease)
- $3,624,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $62,896 | $0 |
| Ima Wealth Inc | BROKER/ADVISER | $0 | $38,280 |
| Plante And Moran | OTHER | $19,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,050 | not reported in the loaded dataset |
| Ima Wealth Inc | INVESTMENT ADVISOR | $3,917 | not reported in the loaded dataset |