2023 Form 5500 filing — John Bouchard & Sons Co. 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 20250616085755NAL0001241264001) for John Bouchard & Sons Co. 401(K) Profit Sharing Plan, reported by John Bouchard & Sons Co. under EIN 62-0135900 and plan number 004. It reports 214 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)$39.4MReported net assets$39,365,784

Participants214

Provider compensation$86.2K2 Schedule C row(s)$86,249

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250616085755NAL0001241264001
Plan sponsor: John Bouchard & Sons Co.
EIN: 62-0135900
Plan number: 004
Location: Nashville, TN
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)$39.4M total assets

Net assets$39.4MLiabilities$0

Money in vs. money out

Total income / additions$11.3M

Total expenses$6.8M

Benefits paid / distributions$6.6M

Contributions

Employer$2M

Participant$1M

Full reported line items

Total assets (EOY): $39,365,784
Total liabilities (EOY): $0
Net assets (EOY): $39,365,784
Employer contributions: $1,994,351
Participant contributions: $1,027,475
Total income / additions: $11,285,362
Benefits paid: $6,643,013
Administrative expenses: $197,023
Total expenses: $6,840,036
Net increase / (decrease): $4,445,326

Schedule C

Reported service provider compensation

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

1
Commonwealth Financial Network$84.8K
RIA, IA · Direct $84.8K
2
John Hancock Life Insurance Company$1.4K
RECORDKEEPER · Direct $1.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250616085755NAL0001241264001 cover?: It is the 2023 Form 5500 filing for John Bouchard & Sons Co. 401(K) Profit Sharing Plan, reported by John Bouchard & Sons Co. (EIN 62-0135900).
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).