Bodycote 401(K) Plan — Form 5500 plan (Bodycote Surface Technology 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, Bodycote 401(K) Plan is a benefit plan reported by Bodycote Surface Technology Inc. under EIN 62-1283960 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $17,969,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bodycote Surface Technology Inc.
- EIN
- 62-1283960
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $17,969,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241014101619NAL0044119184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,969,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,969,070
- Net assets (BOY)
- $13,227,659
Income & contributions
- Employer contributions
- $2,227,487
- Participant contributions
- $1,092,007
- Total contributions
- $3,388,371
- Total income / additions
- $5,736,742
Expenses & distributions
- Benefits paid
- $951,968
- Administrative expenses
- $43,363
- Total expenses
- $995,331
- Net increase / (decrease)
- $4,741,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,863 | $0 | 2023 |
| Barnes Dennig | ACCOUNTANT/AUDITOR | $6,500 | not reported in the loaded dataset | 2023 |