H.O. Bouchard, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (H.O. Bouchard, Inc.)

Plain-English plan 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, H.O. Bouchard, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by H.O. Bouchard, Inc. under EIN 01-0327048 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $9,679,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.O. Bouchard, Inc.
EIN
01-0327048
Plan number
001
Plan type
2
Location
Hampden, ME
Latest filing year
2023
Participants
292
End-of-year plan assets
$9,679,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20241010144114NAL0020353889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,679,988
Total liabilities (EOY)
$0
Net assets (EOY)
$9,679,988
Net assets (BOY)
$9,442,418

Income & contributions

Employer contributions
$172,906
Participant contributions
$494,478
Total contributions
$898,051
Total income / additions
$2,252,948

Expenses & distributions

Benefits paid
$1,956,313
Administrative expenses
$59,065
Total expenses
$2,015,378
Net increase / (decrease)
$237,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bar Harbor Trust ServicesADVISOR$28,290not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$19,953$02023
Newport Trust CompanyTRUSTEE$10,823$02023

Related Form 5500 pages