Boyer & Ritter 401(K) Profit Sharing Plan — Form 5500 plan (Boyer & Ritter Cpas)
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, Boyer & Ritter 401(K) Profit Sharing Plan is a benefit plan reported by Boyer & Ritter Cpas under EIN 23-1311005 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $47,880,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boyer & Ritter Cpas
- EIN
- 23-1311005
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $47,880,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20250303092541NAL0005426209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,880,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,880,367
- Net assets (BOY)
- $41,940,731
Income & contributions
- Employer contributions
- $890,814
- Participant contributions
- $1,192,603
- Total contributions
- $2,204,299
- Total income / additions
- $6,872,346
Expenses & distributions
- Benefits paid
- $823,251
- Administrative expenses
- $109,459
- Total expenses
- $932,710
- Net increase / (decrease)
- $5,939,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Letort Management & Trust Co. | NONE | $109,459 | not reported in the loaded dataset | 2023 |