Boston Analytical 401(K) Plan — Form 5500 plan (Boston Analytical, 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, Boston Analytical 401(K) Plan is a benefit plan reported by Boston Analytical, Inc. under EIN 27-0960485 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $21,532,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Analytical, Inc.
EIN
27-0960485
Plan number
001
Plan type
2
Location
Salem, NH
Latest filing year
2023
Participants
268
End-of-year plan assets
$21,532,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241015102510NAL0029247313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,532,223
Total liabilities (EOY)
$0
Net assets (EOY)
$21,532,223
Net assets (BOY)
$0

Income & contributions

Employer contributions
$182,580
Participant contributions
$996,726
Total contributions
$2,234,870
Total income / additions
$3,005,906

Expenses & distributions

Benefits paid
$323,459
Administrative expenses
$12,934
Total expenses
$336,393
Net increase / (decrease)
$2,669,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$11,123not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,811$02023

Related Form 5500 pages