2023 Form 5500 filing — Boland Enterprises Profit Sharing 401(K) Plan For Service Engineers Bargaining Unit
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 20240904113139NAL0020135361001) for Boland Enterprises Profit Sharing 401(K) Plan For Service Engineers Bargaining Unit, reported by Boland Trane Services, Inc. under EIN 52-0742033 and plan number 003. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904113139NAL0020135361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boland Trane Services, Inc.
- EIN
- 52-0742033
- Plan number
- 003
- Location
- Gaithersburg, MD
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,547,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,547,645
- Employer contributions
- $0
- Participant contributions
- $1,131,716
- Total income / additions
- $3,707,774
- Benefits paid
- $588,432
- Administrative expenses
- $51,303
- Total expenses
- $639,735
- Net increase / (decrease)
- $3,068,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Us Llp | AUDITOR | $26,565 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $16,239 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,327 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,172 | $0 |