2023 Form 5500 filing — Boll & Branch LLC Retirement Trust
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 20240930121149NAL0005657057001) for Boll & Branch LLC Retirement Trust, reported by Boll & Branch LLC under EIN 46-2578196 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930121149NAL0005657057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boll & Branch LLC
- EIN
- 46-2578196
- Plan number
- 001
- Location
- Summit, NJ
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,756,302
- Net assets (EOY)
- $5,756,302
- Employer contributions
- $569,814
- Participant contributions
- $1,058,701
- Total income / additions
- $2,691,332
- Benefits paid
- $328,562
- Administrative expenses
- $32,376
- Total expenses
- $360,938
- Net increase / (decrease)
- $2,330,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $20,929 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,078 | $0 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $400 | $2,092 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,154 | $0 |