2023 Form 5500 filing — Bou-Matic, LLC Pension 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 20241015120408NAL0028317009001) for Bou-Matic, LLC Pension Plan, reported by Bou-Matic, LLC under EIN 16-1618432 and plan number 001. It reports 425 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)$7.3MReported net assets$7,341,609
Participants425
Provider compensation$20.7K1 Schedule C row(s)$20,664
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120408NAL0028317009001
Plan sponsor
Bou-Matic, LLC
EIN
16-1618432
Plan number
001
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$521.6K
Benefits paid / distributions$501K
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,341,609
Total liabilities (EOY)
$0
Net assets (EOY)
$7,341,609
Employer contributions
$0
Total income / additions
$1,072,773
Benefits paid
$500,996
Administrative expenses
$20,598
Total expenses
$521,594
Net increase / (decrease)
$551,179
Schedule C

Reported service provider compensation

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

  1. 1
    Us Bank$20.7K
    SERVICE PROVIDER · Direct $20.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120408NAL0028317009001 cover?
It is the 2023 Form 5500 filing for Bou-Matic, LLC Pension Plan, reported by Bou-Matic, LLC (EIN 16-1618432).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages