2023 Form 5500 filing — Bootheel Counseling Services 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 20250415085556NAL0003153585001) for Bootheel Counseling Services Retirement Plan, reported by Bootheel Counseling Services, Inc. under EIN 43-1067515 and plan number 002. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415085556NAL0003153585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bootheel Counseling Services, Inc.
- EIN
- 43-1067515
- Plan number
- 002
- Location
- Sikeston, MO
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,312,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,312,689
- Employer contributions
- $279,351
- Participant contributions
- $332,784
- Total income / additions
- $1,202,370
- Benefits paid
- $120,679
- Administrative expenses
- $29,996
- Total expenses
- $150,675
- Net increase / (decrease)
- $1,051,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stadion Money Management | SERVICE PROVIDER | $14,630 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $13,171 | $0 |
| Benefit Plans Plus | TPA | $2,195 | $0 |