2023 Form 5500 filing — Bodman Plc 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 20241015084155NAL0027852321001) for Bodman Plc Retirement Plan, reported by Bodman Plc under EIN 38-1308687 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084155NAL0027852321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bodman Plc
- EIN
- 38-1308687
- Plan number
- 001
- Location
- Detroit, MI
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,934,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,934,012
- Employer contributions
- $3,703,144
- Participant contributions
- $3,402,493
- Total income / additions
- $29,859,236
- Benefits paid
- $10,235,897
- Administrative expenses
- $147,100
- Total expenses
- $10,396,309
- Net increase / (decrease)
- $19,462,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | CONSULTANT | $62,800 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $39,106 | $0 |
| Doeren Mayhew & Co Pc | ACCOUNTANT | $17,000 | not reported in the loaded dataset |