Boeing Intelligence & Analytics 401(K) Profit Sharing Plan — Form 5500 plan (Boeing Intelligence & Analytics)
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, Boeing Intelligence & Analytics 401(K) Profit Sharing Plan is a benefit plan reported by Boeing Intelligence & Analytics under EIN 27-0004739 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $84,896,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boeing Intelligence & Analytics
- EIN
- 27-0004739
- Plan number
- 001
- Plan type
- 2
- Location
- Annapolis Junction, MD
- Latest filing year
- 2023
- Participants
- 533
- End-of-year plan assets
- $84,896,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20240726132249NAL0026567040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,896,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,896,751
- Net assets (BOY)
- $68,998,865
Income & contributions
- Employer contributions
- $5,868,913
- Participant contributions
- $5,253,151
- Total contributions
- $12,388,308
- Total income / additions
- $24,731,823
Expenses & distributions
- Benefits paid
- $8,668,053
- Administrative expenses
- $163,309
- Total expenses
- $8,833,937
- Net increase / (decrease)
- $15,897,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISOR | $108,923 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $54,386 | $0 | 2023 |