2023 Form 5500 filing — Boyer & Ritter 401(K) Profit Sharing 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 20250303092541NAL0005426209001) for Boyer & Ritter 401(K) Profit Sharing Plan, reported by Boyer & Ritter Cpas under EIN 23-1311005 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303092541NAL0005426209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boyer & Ritter Cpas
- EIN
- 23-1311005
- Plan number
- 001
- Location
- Camp Hill, PA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,880,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,880,367
- Employer contributions
- $890,814
- Participant contributions
- $1,192,603
- Total income / additions
- $6,872,346
- Benefits paid
- $823,251
- Administrative expenses
- $109,459
- Total expenses
- $932,710
- Net increase / (decrease)
- $5,939,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Letort Management & Trust Co. | NONE | $109,459 | not reported in the loaded dataset |