Bogush/Wallington Plumbing 401(K) Retirement Savings Plan — Form 5500 plan (Bogush 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, Bogush/Wallington Plumbing 401(K) Retirement Savings Plan is a benefit plan reported by Bogush Inc. under EIN 22-2086018 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $31,112,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bogush Inc.
- EIN
- 22-2086018
- Plan number
- 001
- Plan type
- 2
- Location
- Wallington, NJ
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $31,112,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241014102537NAL0013130467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,112,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,112,650
- Net assets (BOY)
- $25,155,844
Income & contributions
- Employer contributions
- $561,564
- Participant contributions
- $1,164,611
- Total contributions
- $1,826,444
- Total income / additions
- $7,099,453
Expenses & distributions
- Benefits paid
- $1,063,845
- Administrative expenses
- $74,160
- Total expenses
- $1,142,647
- Net increase / (decrease)
- $5,956,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Avantax Advisory Services, Inc | ADVISOR | $39,602 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $34,557 | $0 | 2023 |