Bohler Engineering P.C. 401(K) Plan — Form 5500 plan (Bohler Engineering P.C.)

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, Bohler Engineering P.C. 401(K) Plan is a benefit plan reported by Bohler Engineering P.C. under EIN 22-2592713 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,087 participants and $115,423,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bohler Engineering P.C.
EIN
22-2592713
Plan number
002
Plan type
2
Location
Warren, NJ
Latest filing year
2023
Participants
1,087
End-of-year plan assets
$115,423,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,087H, C20240923135841NAL0011429601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$115,423,668
Total liabilities (EOY)
$0
Net assets (EOY)
$115,423,668
Net assets (BOY)
$87,861,408

Income & contributions

Employer contributions
$5,055,657
Participant contributions
$8,408,530
Total contributions
$14,462,010
Total income / additions
$32,052,136

Expenses & distributions

Benefits paid
$4,415,975
Administrative expenses
$61,512
Total expenses
$4,489,876
Net increase / (decrease)
$27,562,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$61,512$02023

Related Form 5500 pages