2023 Form 5500 filing — Bodine Perry, LLC 401(K) Profit Sharing Plan And 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 20241010161008NAL0010238339001) for Bodine Perry, LLC 401(K) Profit Sharing Plan And Trust, reported by Bodine Perry, LLC under EIN 41-2028444 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161008NAL0010238339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bodine Perry, LLC
- EIN
- 41-2028444
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,478,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,478,469
- Employer contributions
- $408,521
- Participant contributions
- $931,242
- Total income / additions
- $3,170,427
- Benefits paid
- $735,478
- Administrative expenses
- $42,193
- Total expenses
- $777,671
- Net increase / (decrease)
- $2,392,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invst | NONE | $34,740 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $5,235 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $2,155 | $0 |