Bouvier Beckwith & Lennox, Inc. 401(K) Plan — Form 5500 plan (Bouvier Beckwith & Lennox, 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, Bouvier Beckwith & Lennox, Inc. 401(K) Plan is a benefit plan reported by Bouvier Beckwith & Lennox, Inc under EIN 06-1384052 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $14,841,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bouvier Beckwith & Lennox, Inc
EIN
06-1384052
Plan number
001
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
Participants
144
End-of-year plan assets
$14,841,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20240729083536NAL0019139441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,841,890
Total liabilities (EOY)
$0
Net assets (EOY)
$14,841,890
Net assets (BOY)
$11,849,754

Income & contributions

Employer contributions
$449,277
Participant contributions
$973,950
Total contributions
$1,439,243
Total income / additions
$3,188,025

Expenses & distributions

Benefits paid
$118,311
Administrative expenses
$77,578
Total expenses
$195,889
Net increase / (decrease)
$2,992,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Connecticut Wealth ManagementINVESTMENT ADVISOR$32,568not reported in the loaded dataset2023
John HancockRECORDKEEPER$250not reported in the loaded dataset2023

Related Form 5500 pages