John Boos & Co. 401(K) Plan — Form 5500 plan (John Boos & Co.)
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, John Boos & Co. 401(K) Plan is a benefit plan reported by John Boos & Co. under EIN 36-4060778 and plan number 003. The latest loaded filing year is 2023. The filing reports 514 participants and $25,417,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Boos & Co.
- EIN
- 36-4060778
- Plan number
- 003
- Plan type
- 2
- Location
- Effingham, IL
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $25,417,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20240725051822NAL0029500818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,417,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,417,980
- Net assets (BOY)
- $22,201,748
Income & contributions
- Employer contributions
- $587,611
- Participant contributions
- $1,281,782
- Total contributions
- $1,869,393
- Total income / additions
- $5,973,092
Expenses & distributions
- Benefits paid
- $2,714,908
- Administrative expenses
- $41,683
- Total expenses
- $2,756,860
- Net increase / (decrease)
- $3,216,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $39,207 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,475 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |