Boj Of Wnc, LLC Retirement Plan — Form 5500 plan (Boj Of Wnc, LLC)

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, Boj Of Wnc, LLC Retirement Plan is a benefit plan reported by Boj Of Wnc, LLC under EIN 56-2204166 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,493 participants and $3,635,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boj Of Wnc, LLC
EIN
56-2204166
Plan number
001
Plan type
2
Location
Arden, NC
Latest filing year
2023
Participants
1,493
End-of-year plan assets
$3,635,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,493H, C20250508120557NAL0007839123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,635,052
Total liabilities (EOY)
$0
Net assets (EOY)
$3,635,052
Net assets (BOY)
$2,529,376

Income & contributions

Employer contributions
$102,703
Participant contributions
$811,124
Total contributions
$921,753
Total income / additions
$1,431,958

Expenses & distributions

Benefits paid
$274,323
Administrative expenses
$51,959
Total expenses
$326,282
Net increase / (decrease)
$1,105,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$43,786$02023
One Digital Investment AdvisorsNONE$8,173not reported in the loaded dataset2023

Related Form 5500 pages