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, Bozzuto & Associates, Inc. 401(K) Plan is a benefit plan reported by Bozzuto & Associates, Inc. under EIN 52-1566117 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,169 participants and $155,159,416 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,159,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,159,416
- Net assets (BOY)
- $124,122,573
Income & contributions
- Employer contributions
- $2,777,467
- Participant contributions
- $16,045,861
- Total contributions
- $20,587,058
- Total income / additions
- $44,255,945
Expenses & distributions
- Benefits paid
- $12,785,066
- Administrative expenses
- $434,036
- Total expenses
- $13,219,102
- Net increase / (decrease)
- $31,036,843