2023 Form 5500 filing — Bomco, Inc. 401(K) 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 20241002132826NAL0004038179001) for Bomco, Inc. 401(K) Plan, reported by Bomco, Inc. under EIN 04-2267055 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.6MReported net assets$9,627,901
Participants111
Provider compensation$29.5K2 Schedule C row(s)$29,531
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002132826NAL0004038179001
Plan sponsor
Bomco, Inc.
EIN
04-2267055
Plan number
001
Location
Gloucester, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$750.7K
Benefits paid / distributions$721.2K
Contributions
Employer$0
Participant$482K
Full reported line items
Total assets (EOY)
$9,627,901
Total liabilities (EOY)
$0
Net assets (EOY)
$9,627,901
Employer contributions
$0
Participant contributions
$481,980
Total income / additions
$1,953,883
Benefits paid
$721,203
Administrative expenses
$29,531
Total expenses
$750,734
Net increase / (decrease)
$1,203,149

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Investment Services LLCADVISOR$17,332not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$12,199$0

Related Form 5500 pages