2023 Form 5500 filing — Stan Boyett & Son, Inc. Profit Sharing 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 20241015161035NAL0030293681001) for Stan Boyett & Son, Inc. Profit Sharing 401(K) Plan, reported by Stan Boyett & Son, Inc. under EIN 94-2456460 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161035NAL0030293681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stan Boyett & Son, Inc.
- EIN
- 94-2456460
- Plan number
- 001
- Location
- Modesto, CA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,169,251
- Net assets (EOY)
- $10,169,251
- Employer contributions
- $395,236
- Participant contributions
- $701,895
- Total income / additions
- $2,571,306
- Benefits paid
- $1,198,495
- Administrative expenses
- $98,542
- Total expenses
- $1,367,287
- Net increase / (decrease)
- $1,204,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osborne & Associates Inc | RECORDKEEPER | $43,318 | $0 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $30,581 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY-PLAN | $18,721 | $0 |
| Oliveira Wealth | INVESTMENT ADVISORY-PLAN | $6,285 | $0 |