2023 Form 5500 filing — John Boyd Enterprises Inc Profit Sharing 401k Plan & 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 20241002151349NAL0009049681001) for John Boyd Enterprises Inc Profit Sharing 401k Plan & Trust, reported by John Boyd Enterprises Inc under EIN 68-0033959 and plan number 004. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002151349NAL0009049681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Boyd Enterprises Inc
- EIN
- 68-0033959
- Plan number
- 004
- Location
- Sacramento, CA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,348,010
- Total liabilities (EOY)
- $2,103
- Net assets (EOY)
- $22,345,907
- Employer contributions
- $0
- Participant contributions
- $214,025
- Total income / additions
- $3,830,869
- Benefits paid
- $1,097,004
- Administrative expenses
- $91,823
- Total expenses
- $1,188,827
- Net increase / (decrease)
- $2,642,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hoylecohen LLC | NONE | $50,848 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $18,900 | not reported in the loaded dataset |
| Associated Pension Consultants | NONE | $13,715 | not reported in the loaded dataset |
| Callina Llp | NONE | $6,300 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | NONE | $2,060 | not reported in the loaded dataset |