Employees' Profit Sharing Plan And Trust Of Boch Enterprises — Form 5500 plan (Boch Enterprises)
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, Employees' Profit Sharing Plan And Trust Of Boch Enterprises is a benefit plan reported by Boch Enterprises under EIN 04-2050016 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $37,888,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boch Enterprises
- EIN
- 04-2050016
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $37,888,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240917101734NAL0006315122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,888,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,888,767
- Net assets (BOY)
- $31,359,520
Income & contributions
- Employer contributions
- $1,076,931
- Participant contributions
- $1,681,416
- Total contributions
- $2,902,870
- Total income / additions
- $8,098,445
Expenses & distributions
- Benefits paid
- $1,454,135
- Administrative expenses
- $69,588
- Total expenses
- $1,569,198
- Net increase / (decrease)
- $6,529,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,689 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $31,174 | 2023 |
| John T. Miles, Jr. | CONSULTING | $23,117 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $6,120 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,697 | not reported in the loaded dataset | 2023 |
| Envestnet Inc Dba Envestnet Retirem | OTHER | $1,935 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boch Enterprises
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- John T. Miles, Jr. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Inc Dba Envestnet Retirem — Schedule C compensation