Retirement Savings Plan Of Boardman & Clark Llp — Form 5500 plan (Boardman & Clark 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, Retirement Savings Plan Of Boardman & Clark Llp is a benefit plan reported by Boardman & Clark Llp under EIN 45-3866466 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $68,956,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boardman & Clark Llp
- EIN
- 45-3866466
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $68,956,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240807103408NAL0003567665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,956,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,956,717
- Net assets (BOY)
- $59,501,183
Income & contributions
- Employer contributions
- $1,025,888
- Participant contributions
- $1,337,640
- Total contributions
- $2,813,618
- Total income / additions
- $12,129,250
Expenses & distributions
- Benefits paid
- $2,626,913
- Administrative expenses
- $46,803
- Total expenses
- $2,673,716
- Net increase / (decrease)
- $9,455,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement | INVESTMENT ADVISOR | $53,541 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,738 | $0 | 2023 |