2023 Form 5500 filing — Boston Pie, 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 20241014090757NAL0043942512001) for Boston Pie, Inc. 401(K) Plan, reported by Boston Pie, Inc. under EIN 04-2836784 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090757NAL0043942512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Pie, Inc.
- EIN
- 04-2836784
- Plan number
- 001
- Location
- Danvers, MA
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,013,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,013,198
- Employer contributions
- $21,566
- Participant contributions
- $249,155
- Total income / additions
- $549,910
- Benefits paid
- $123,086
- Administrative expenses
- $28,778
- Total expenses
- $152,066
- Net increase / (decrease)
- $397,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,558 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,424 | not reported in the loaded dataset |
| Next Financial Group Inc | BROKER/ADVISER | $0 | $3,954 |
| Murphy Gaudreau Hoskinson Inc. | AUDITOR | $2,936 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $860 | not reported in the loaded dataset |