Bose Mckinney & Evans Retirement Plan — Form 5500 plan (Bose Mckinney & Evans Llp)
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, Bose Mckinney & Evans Retirement Plan is a benefit plan reported by Bose Mckinney & Evans Llp under EIN 35-0957980 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $123,981,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bose Mckinney & Evans Llp
- EIN
- 35-0957980
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $123,981,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241009135633NAL0018483969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,981,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,981,077
- Net assets (BOY)
- $112,727,933
Income & contributions
- Employer contributions
- $3,158,066
- Participant contributions
- $2,388,233
- Total contributions
- $5,766,039
- Total income / additions
- $24,966,061
Expenses & distributions
- Benefits paid
- $13,656,970
- Administrative expenses
- $55,197
- Total expenses
- $13,712,917
- Net increase / (decrease)
- $11,253,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $34,198 | $0 | 2023 |
| Greenwalt Cpas, Inc. | AUDITOR | $20,999 | not reported in the loaded dataset | 2023 |
| Performance Wealth | ADVISOR | $9,374 | not reported in the loaded dataset | 2023 |
| Woodley Farra Manion Portfolio | ADVISOR | $6,194 | not reported in the loaded dataset | 2023 |
| Strategic Benefit Consultants | ADVISOR | $3,347 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bose Mckinney & Evans Llp
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- John Hancock — Schedule C compensation
- Greenwalt Cpas, Inc. — Schedule C compensation
- Performance Wealth — Schedule C compensation
- Woodley Farra Manion Portfolio — Schedule C compensation
- Strategic Benefit Consultants — Schedule C compensation