2023 Form 5500 filing — The Boucher Group 401(K) Profit-Sharing Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805154609NAL0000826291001) for The Boucher Group 401(K) Profit-Sharing Savings Plan, reported by The Boucher Group, Inc. under EIN 39-1607079 and plan number 001. It reports 1,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805154609NAL0000826291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boucher Group, Inc.
- EIN
- 39-1607079
- Plan number
- 001
- Location
- Greenfield, WI
- Participants
- 1,068
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,869,654
- Total liabilities (EOY)
- $214,275
- Net assets (EOY)
- $42,655,379
- Employer contributions
- $278,227
- Participant contributions
- $2,200,330
- Total income / additions
- $8,849,253
- Benefits paid
- $1,854,581
- Administrative expenses
- $5,783
- Total expenses
- $2,074,929
- Net increase / (decrease)
- $6,774,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $5,783 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |