Bourdon Forge Company, Inc. 401(K) Plan — Form 5500 plan (Bourdon Forge Company, 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, Bourdon Forge Company, Inc. 401(K) Plan is a benefit plan reported by Bourdon Forge Company, Inc. under EIN 06-0858901 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $4,259,703 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.3MPlan net assets, end of year$4,259,703
Participants110Covered participants reported
Assets / participant$38.7KComputed: assets ÷ participants$38,725 (computed)
Provider compensation$9.7K2 Schedule C provider row(s)$9,718
- Plan sponsor
- Bourdon Forge Company, Inc.
- EIN
- 06-0858901
- Plan number
- 001
- Plan type
- 2
- Location
- Middletown, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20250812152305NAL0004400355001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,259,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,259,703
- Net assets (BOY)
- $3,392,512
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $225,379
- Total contributions
- $725,379
- Total income / additions
- $1,434,163
Expenses & distributions
- Benefits paid
- $545,655
- Administrative expenses
- $9,717
- Total expenses
- $566,972
- Net increase / (decrease)
- $867,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $5,100 | not reported in the loaded dataset | 2023 |
| Sentry Life Insurance Company | RECORDKEEPER | $4,618 | $0 | 2023 |