2023 Form 5500 filing — J.G. Boswell Company Employees' 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 20241015115905NAL0029503057001) for J.G. Boswell Company Employees' Retirement Plan, reported by J.G. Boswell Company under EIN 95-0563800 and plan number 002. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$67.5MReported net assets$67,457,761
Participants867
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015115905NAL0029503057001
Plan sponsor
J.G. Boswell Company
EIN
95-0563800
Plan number
002
Location
Pasadena, CA
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)$67.6M total assets
Net assets$67.5MLiabilities$106K
Money in vs. money out
Total income / additions$5.5M
Total expenses$8.8M
Benefits paid / distributions$7.9M
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$67,563,732
Total liabilities (EOY)
$105,971
Net assets (EOY)
$67,457,761
Employer contributions
$2,480,657
Total income / additions
$5,451,726
Benefits paid
$7,861,434
Administrative expenses
$903,112
Total expenses
$8,764,546
Net increase / (decrease)
-$3,312,820

Related Form 5500 pages