Boston Celtics 401(K) Savings And Retirement Plan — Form 5500 plan (Banner Seventeen, LLC)
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 Celtics 401(K) Savings And Retirement Plan is a benefit plan reported by Banner Seventeen, LLC under EIN 30-0136909 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $48,353,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Banner Seventeen, LLC
- EIN
- 30-0136909
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $48,353,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241003075700NAL0009570161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,353,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,353,836
- Net assets (BOY)
- $39,484,816
Income & contributions
- Employer contributions
- $1,534,560
- Participant contributions
- $1,876,439
- Total contributions
- $3,840,339
- Total income / additions
- $11,420,651
Expenses & distributions
- Benefits paid
- $2,482,825
- Administrative expenses
- $68,806
- Total expenses
- $2,551,631
- Net increase / (decrease)
- $8,869,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $55,357 | not reported in the loaded dataset | 2023 |
| Peter Tawney Dba Tawney Pllc | AUDITOR | $10,190 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,259 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Banner Seventeen, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Peter Tawney Dba Tawney Pllc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation