2023 Form 5500 filing — Stan Boyett & Son, Inc. Profit Sharing 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 20241015161035NAL0030293681001) for Stan Boyett & Son, Inc. Profit Sharing 401(K) Plan, reported by Stan Boyett & Son, Inc. under EIN 94-2456460 and plan number 001. It reports 266 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)$10.2MReported net assets$10,169,251
Participants266
Provider compensation$98.9K4 Schedule C row(s)$98,905
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015161035NAL0030293681001
- Plan sponsor
- Stan Boyett & Son, Inc.
- EIN
- 94-2456460
- Plan number
- 001
- Location
- Modesto, 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)$10.2M total assets
Net assets$10.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $10,169,251
- Net assets (EOY)
- $10,169,251
- Employer contributions
- $395,236
- Participant contributions
- $701,895
- Total income / additions
- $2,571,306
- Benefits paid
- $1,198,495
- Administrative expenses
- $98,542
- Total expenses
- $1,367,287
- Net increase / (decrease)
- $1,204,019
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osborne & Associates Inc | RECORDKEEPER | $43,318 | $0 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $30,581 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY-PLAN | $18,721 | $0 |
| Oliveira Wealth | INVESTMENT ADVISORY-PLAN | $6,285 | $0 |