2023 Form 5500 filing — Boardwalk Ig 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 20241015194934NAL0029531921001) for Boardwalk Ig 401(K) Plan, reported by Boardwalk Ig Management, LLC under EIN 81-0819781 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194934NAL0029531921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boardwalk Ig Management, LLC
- EIN
- 81-0819781
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,163,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,163,894
- Employer contributions
- $201,853
- Participant contributions
- $483,782
- Total income / additions
- $3,179,450
- Benefits paid
- $1,425,390
- Administrative expenses
- $52,342
- Total expenses
- $1,477,732
- Net increase / (decrease)
- $1,701,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,342 | $0 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $24,000 |
| Pension Benefits Unlimited Inc | OTHER SERVICES | $0 | $7,640 |