2023 Form 5500 filing — Bouma Group, Inc. 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 20250113150217NAL0018398913001) for Bouma Group, Inc. Retirement Plan, reported by Bouma Group, Inc. under EIN 20-1562907 and plan number 001. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$31.8MReported net assets$31,831,586
Participants295
Provider compensation$159.9K3 Schedule C row(s)$159,856
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250113150217NAL0018398913001
Plan sponsor
Bouma Group, Inc.
EIN
20-1562907
Plan number
001
Location
Grand Rapids, MI
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)$31.8M total assets
Net assets$31.8MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$888.8K
Participant$1M
Full reported line items
Total assets (EOY)
$31,831,586
Total liabilities (EOY)
$0
Net assets (EOY)
$31,831,586
Employer contributions
$888,759
Participant contributions
$1,033,229
Total income / additions
$6,073,373
Benefits paid
$1,356,406
Administrative expenses
$110,609
Total expenses
$1,467,015
Net increase / (decrease)
$4,606,358
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $110.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $42.5K
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $6.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250113150217NAL0018398913001 cover?
It is the 2023 Form 5500 filing for Bouma Group, Inc. Retirement Plan, reported by Bouma Group, Inc. (EIN 20-1562907).
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