Bozzuto'S, Inc. Corporate Stores 401(K) 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. Corporate Stores 401(K) Plan is a benefit plan reported by Bozzuto'S, Inc. under EIN 06-1383248 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $11,071,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bozzuto'S, Inc.
EIN
06-1383248
Plan number
001
Plan type
2
Location
Cheshire, CT
Latest filing year
2023
Participants
772
End-of-year plan assets
$11,071,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023772H, C20241015154945NAL0015007299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,071,753
Total liabilities (EOY)
$0
Net assets (EOY)
$11,071,753
Net assets (BOY)
$8,646,467

Income & contributions

Employer contributions
$219,313
Participant contributions
$1,144,955
Total contributions
$1,512,465
Total income / additions
$3,126,769

Expenses & distributions

Benefits paid
$689,331
Administrative expenses
$12,152
Total expenses
$701,483
Net increase / (decrease)
$2,425,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$10,075$02023

Related Form 5500 pages