National Boston LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, National Boston LLC (EIN 51-0498935) is a plan sponsor located in Brookline, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0498935
Location
Brookline, MA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,127,333
Total reported assets$2.1M$2,127,333
Total reported participants20
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$79.7K
Total income / additions$398.1K
Expenses & distributions
Benefits paid / distributions$709.8K
Total expenses$709.8K
Net increase / (decrease)-$311.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

National Boston LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
National Boston LLC 401(K) Plan00120$2,127,3332023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for National Boston LLC
YearPlanParticipantsSchedulesFiling
2023National Boston LLC 401(K) Plan20I20240813130237NAL0010444129001

Related Form 5500 pages