2023 Form 5500 filing — Boston Celtics 401(K) Savings And Retirement 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 20241003075700NAL0009570161001) for Boston Celtics 401(K) Savings And Retirement Plan, reported by Banner Seventeen, LLC under EIN 30-0136909 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003075700NAL0009570161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banner Seventeen, LLC
- EIN
- 30-0136909
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,353,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,353,836
- Employer contributions
- $1,534,560
- Participant contributions
- $1,876,439
- Total income / additions
- $11,420,651
- Benefits paid
- $2,482,825
- Administrative expenses
- $68,806
- Total expenses
- $2,551,631
- Net increase / (decrease)
- $8,869,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $55,357 | not reported in the loaded dataset |
| Peter Tawney Dba Tawney Pllc | AUDITOR | $10,190 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,259 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |