Boisset Collection — 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, Boisset Collection (EIN 94-2681575) is a plan sponsor located in St. Helena, CA 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
94-2681575
Location
St. Helena, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,162,291
Total reported liabilities (EOY)
$46,919
Total reported net assets (EOY)
$20,115,372

Contributions & income

Employer contributions
$552,251
Participant contributions
$1,769,878
Total income / additions
$5,983,671

Expenses & distributions

Benefits paid / distributions
$2,631,984
Total expenses
$2,738,066
Net increase / (decrease)
$3,245,605

Coverage

Total reported participants
754
Plans with financial statements
1
Plans with provider compensation
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

Boisset Collection plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Boisset Family Estates, Inc. Retirement Savings Plan001480$20,162,2912023
Boisset Collection Welfare Benefits Plan501274not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Boisset Collection
YearPlanParticipantsSchedulesFiling
2023Boisset Family Estates, Inc. Retirement Savings Plan480H, C20241013022947NAL0024340465001
2023Boisset Collection Welfare Benefits Plan27420250407150524NAL0018610593001

Related Form 5500 pages