2023 Form 5500 filing — J. G. Boswell Company 401(K) 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 20241015120219NAL0047743424001) for J. G. Boswell Company 401(K) Plan, reported by J. G. Boswell Company under EIN 95-0563800 and plan number 003. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$63.2MReported net assets$63,247,660
Participants1.1K1,104
Provider compensation$131.6K1 Schedule C row(s)$131,619
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120219NAL0047743424001
Plan sponsor
J. G. Boswell Company
EIN
95-0563800
Plan number
003
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)$63.2M total assets
Net assets$63.2MLiabilities$0
Money in vs. money out
Total income / additions$16.6M
Total expenses$6.5M
Benefits paid / distributions$6.4M
Contributions
Employer$3.7M
Participant$3.6M
Full reported line items
Total assets (EOY)
$63,247,660
Total liabilities (EOY)
$0
Net assets (EOY)
$63,247,660
Employer contributions
$3,729,758
Participant contributions
$3,623,448
Total income / additions
$16,627,318
Benefits paid
$6,397,819
Administrative expenses
$131,619
Total expenses
$6,529,438
Net increase / (decrease)
$10,097,880
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $131.6K · Indirect $0

Related Form 5500 pages