Boland Enterprises Profit Sharing 401(K) Plan - Bts — Form 5500 plan (Boland Trane Services, 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, Boland Enterprises Profit Sharing 401(K) Plan - Bts is a benefit plan reported by Boland Trane Services, Inc. under EIN 52-0742033 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $52,195,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boland Trane Services, Inc.
- EIN
- 52-0742033
- Plan number
- 002
- Plan type
- 2
- Location
- Gaithersburg, MD
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $52,195,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20240904112532NAL0020127937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,195,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,195,122
- Net assets (BOY)
- $41,083,291
Income & contributions
- Employer contributions
- $701,324
- Participant contributions
- $1,976,294
- Total contributions
- $2,790,238
- Total income / additions
- $12,015,360
Expenses & distributions
- Benefits paid
- $910,122
- Administrative expenses
- $99,186
- Total expenses
- $1,020,556
- Net increase / (decrease)
- $10,994,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $58,528 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $26,565 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,915 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,178 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boland Trane Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Gaithersburg, MD
- Morgan Stanley — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation