Bok Tower Garden, Inc Retirement Plan — Form 5500 plan (Bok Tower Garden, 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, Bok Tower Garden, Inc Retirement Plan is a benefit plan reported by Bok Tower Garden, Inc. under EIN 23-1352009 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $5,697,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bok Tower Garden, Inc.
EIN
23-1352009
Plan number
001
Plan type
2
Location
Lake Wales, FL
Latest filing year
2023
Participants
193
End-of-year plan assets
$5,697,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20250711102353NAL0004163939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,697,814
Total liabilities (EOY)
$0
Net assets (EOY)
$5,697,814
Net assets (BOY)
$4,380,986

Income & contributions

Employer contributions
$116,535
Participant contributions
$285,124
Total contributions
$401,659
Total income / additions
$1,442,251

Expenses & distributions

Benefits paid
$109,042
Administrative expenses
$16,381
Total expenses
$125,423
Net increase / (decrease)
$1,316,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$16,381$02023

Related Form 5500 pages