2023 Form 5500 filing — Boyle Investment Company Retirement Savings 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 20241004153724NAL0011594225001) for Boyle Investment Company Retirement Savings Plan & Trust, reported by Boyle Investment Company under EIN 62-0136740 and plan number 002. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004153724NAL0011594225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boyle Investment Company
- EIN
- 62-0136740
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,971,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,971,844
- Employer contributions
- $830,271
- Participant contributions
- $934,127
- Total income / additions
- $14,776,654
- Benefits paid
- $6,909,190
- Administrative expenses
- $178,193
- Total expenses
- $7,087,383
- Net increase / (decrease)
- $7,689,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ruane Cunniff & Goldfarb, Inc. | INVESTMENT MANAGER | $81,465 | $0 |
| The Trust Company Of Tennessee | NONE | $64,351 | $0 |
| Newsouth Capital Management, Inc. | INVESTMENT MANAGER | $32,227 | $0 |