2023 Form 5500 filing — Employees' Profit Sharing Plan And Trust Of Boch Enterprises
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 20240917101734NAL0006315122001) for Employees' Profit Sharing Plan And Trust Of Boch Enterprises, reported by Boch Enterprises under EIN 04-2050016 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917101734NAL0006315122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boch Enterprises
- EIN
- 04-2050016
- Plan number
- 001
- Location
- Norwood, MA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,888,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,888,767
- Employer contributions
- $1,076,931
- Participant contributions
- $1,681,416
- Total income / additions
- $8,098,445
- Benefits paid
- $1,454,135
- Administrative expenses
- $69,588
- Total expenses
- $1,569,198
- Net increase / (decrease)
- $6,529,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,689 | $0 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $31,174 |
| John T. Miles, Jr. | CONSULTING | $23,117 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $6,120 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,697 | not reported in the loaded dataset |
| Envestnet Inc Dba Envestnet Retirem | OTHER | $1,935 | not reported in the loaded dataset |