Bowditch & Dewey Profit Sharing Plan — Form 5500 plan (Bowditch & Dewey, Llp)

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, Bowditch & Dewey Profit Sharing Plan is a benefit plan reported by Bowditch & Dewey, Llp under EIN 04-2297674 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $63,831,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bowditch & Dewey, Llp
EIN
04-2297674
Plan number
001
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
189
End-of-year plan assets
$63,831,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241009084223NAL0030755152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,831,725
Total liabilities (EOY)
$0
Net assets (EOY)
$63,831,725
Net assets (BOY)
$52,827,508

Income & contributions

Employer contributions
$894,606
Participant contributions
$1,628,749
Total contributions
$2,663,436
Total income / additions
$14,781,700

Expenses & distributions

Benefits paid
$3,750,157
Administrative expenses
$27,326
Total expenses
$3,777,483
Net increase / (decrease)
$11,004,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors, LLCINVESTMENT ADVISOR$44,000not reported in the loaded dataset2023
Bollus LynchACCOUNTANT/AUDITOR$19,700not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$40,874$02023

Related Form 5500 pages