2023 Form 5500 filing — Bosque School Defined Contribution 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 20241015170245NAL0057374578001) for Bosque School Defined Contribution Retirement Plan, reported by Bosque School under EIN 85-0420092 and plan number 001. It reports 174 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)$10.4MReported net assets$10,429,322
Participants174
Provider compensation$36.7K1 Schedule C row(s)$36,716
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015170245NAL0057374578001
Plan sponsor
Bosque School
EIN
85-0420092
Plan number
001
Location
Albuquerque, NM
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$332.4K
Benefits paid / distributions$295.8K
Contributions
Employer$229.4K
Participant$295K
Full reported line items
Total assets (EOY)
$10,429,322
Total liabilities (EOY)
$0
Net assets (EOY)
$10,429,322
Employer contributions
$229,403
Participant contributions
$295,028
Total income / additions
$2,043,140
Benefits paid
$295,823
Administrative expenses
$36,610
Total expenses
$332,433
Net increase / (decrease)
$1,710,707
Schedule C

Reported service provider compensation

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

  1. 1
    Bokf, Na$36.7K
    CUSTODIAN · Direct $36.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015170245NAL0057374578001 cover?
It is the 2023 Form 5500 filing for Bosque School Defined Contribution Retirement Plan, reported by Bosque School (EIN 85-0420092).
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