John Bouchard & Sons Co. 401(K) Profit Sharing Plan — Form 5500 plan (John Bouchard & Sons Co.)
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, John Bouchard & Sons Co. 401(K) Profit Sharing Plan is a benefit plan reported by John Bouchard & Sons Co. under EIN 62-0135900 and plan number 004. The latest loaded filing year is 2023. The filing reports 214 participants and $39,365,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Bouchard & Sons Co.
- EIN
- 62-0135900
- Plan number
- 004
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $39,365,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20250616085755NAL0001241264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,365,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,365,784
- Net assets (BOY)
- $34,920,458
Income & contributions
- Employer contributions
- $1,994,351
- Participant contributions
- $1,027,475
- Total contributions
- $3,021,826
- Total income / additions
- $11,285,362
Expenses & distributions
- Benefits paid
- $6,643,013
- Administrative expenses
- $197,023
- Total expenses
- $6,840,036
- Net increase / (decrease)
- $4,445,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | RIA, IA | $84,799 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,450 | not reported in the loaded dataset | 2023 |