2023 Form 5500 filing — Bose Employees' Retirement Savings 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 20241014102146NAL0025913745001) for Bose Employees' Retirement Savings 401(K) Plan, reported by Bose Corporation under EIN 04-2655386 and plan number 002. It reports 4,380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102146NAL0025913745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bose Corporation
- EIN
- 04-2655386
- Plan number
- 002
- Location
- Framingham, MA
- Participants
- 4,380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $656,264,395
- Total liabilities (EOY)
- $4,222
- Net assets (EOY)
- $656,260,173
- Employer contributions
- $5,027,885
- Participant contributions
- $25,724,654
- Total income / additions
- $136,998,939
- Benefits paid
- $96,018,748
- Administrative expenses
- $125,669
- Total expenses
- $96,144,417
- Net increase / (decrease)
- $40,854,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $124,869 | $0 |
| Empower Financial Seervices LLC | NONE | $1,854 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $800 | not reported in the loaded dataset |