The Boucher Group 401(K) Profit-Sharing Savings Plan — Form 5500 plan (The Boucher Group, 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, The Boucher Group 401(K) Profit-Sharing Savings Plan is a benefit plan reported by The Boucher Group, Inc. under EIN 39-1607079 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,068 participants and $42,869,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Boucher Group, Inc.
EIN
39-1607079
Plan number
001
Plan type
2
Location
Greenfield, WI
Latest filing year
2023
Participants
1,068
End-of-year plan assets
$42,869,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,068H, C20240805154609NAL0000826291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,869,654
Total liabilities (EOY)
$214,275
Net assets (EOY)
$42,655,379
Net assets (BOY)
$35,881,055

Income & contributions

Employer contributions
$278,227
Participant contributions
$2,200,330
Total contributions
$2,486,625
Total income / additions
$8,849,253

Expenses & distributions

Benefits paid
$1,854,581
Administrative expenses
$5,783
Total expenses
$2,074,929
Net increase / (decrease)
$6,774,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$5,783$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages