Bossard U.S. Holdings, Inc. 401(K) Plan — Form 5500 plan (Bossard U.S. Holdings, 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, Bossard U.S. Holdings, Inc. 401(K) Plan is a benefit plan reported by Bossard U.S. Holdings, Inc. under EIN 02-0513635 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $36,368,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bossard U.S. Holdings, Inc.
EIN
02-0513635
Plan number
001
Plan type
2
Location
Cedar Falls, IA
Latest filing year
2023
Participants
537
End-of-year plan assets
$36,368,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023537H, C20241001091457NAL0003155475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,368,185
Total liabilities (EOY)
$0
Net assets (EOY)
$36,368,185
Net assets (BOY)
$30,813,554

Income & contributions

Employer contributions
$1,210,484
Participant contributions
$1,786,944
Total contributions
$3,163,069
Total income / additions
$9,672,705

Expenses & distributions

Benefits paid
$3,946,325
Administrative expenses
$131,217
Total expenses
$4,118,074
Net increase / (decrease)
$5,554,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$131,217$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$58,2112023

Related Form 5500 pages