Plan5500

Bozzuto'S Inc. Employees Profit Sharing And Stock Ownership Plan — Form 5500 plan (Bozzuto'S, 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, Bozzuto'S Inc. Employees Profit Sharing And Stock Ownership Plan is a benefit plan reported by Bozzuto'S, Inc. under EIN 06-0606469 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,700 participants and $49,746,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bozzuto'S, Inc.
EIN
06-0606469
Plan number
001
Plan type
2
Location
Cheshire, CT
Latest filing year
2023
Participants
1,700
End-of-year plan assets
$49,746,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,700H, C20250910125106NAL0035088928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,746,572
Total liabilities (EOY)
$284,925
Net assets (EOY)
$49,461,647
Net assets (BOY)
$43,222,368

Income & contributions

Employer contributions
$1,000,000
Participant contributions
$0
Total contributions
$1,000,000
Total income / additions
$10,473,907

Expenses & distributions

Benefits paid
$3,852,966
Administrative expenses
$381,662
Total expenses
$4,234,628
Net increase / (decrease)
$6,239,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Consultants, IncSERVICE PROVIDER$259,967not reported in the loaded dataset2023
Td BankCUSTODIAN$58,211not reported in the loaded dataset2023
Morgan StanleyCUSTODIAN$50,496not reported in the loaded dataset2023
PenchecksSERVICE PROVIDER$12,988not reported in the loaded dataset2023

Related Form 5500 pages