Bou Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions — Form 5500 plan (Bou Bancorp, 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, Bou Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions is a benefit plan reported by Bou Bancorp, Inc. under EIN 87-0661662 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $67,051,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bou Bancorp, Inc.
- EIN
- 87-0661662
- Plan number
- 001
- Plan type
- 2
- Location
- Ogden, UT
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $67,051,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240827172232NAL0011219761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,051,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,051,950
- Net assets (BOY)
- $62,308,035
Income & contributions
- Employer contributions
- $1,334,224
- Participant contributions
- $2,343,666
- Total contributions
- $3,931,392
- Total income / additions
- $10,609,161
Expenses & distributions
- Benefits paid
- $5,857,279
- Administrative expenses
- $7,967
- Total expenses
- $5,865,246
- Net increase / (decrease)
- $4,743,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $30,842 | 2023 |
| Cetera Advisor Networks Insurance S | OTHER SERVICES | $0 | $25,262 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,966 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bou Bancorp, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Ogden, UT
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Advisor Networks Insurance S — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation