2023 Form 5500 filing — John Bouchard & Sons Co. 401(K) Profit Sharing 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 20250616085755NAL0001241264001) for John Bouchard & Sons Co. 401(K) Profit Sharing Plan, reported by John Bouchard & Sons Co. under EIN 62-0135900 and plan number 004. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616085755NAL0001241264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Bouchard & Sons Co.
- EIN
- 62-0135900
- Plan number
- 004
- Location
- Nashville, TN
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,365,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,365,784
- Employer contributions
- $1,994,351
- Participant contributions
- $1,027,475
- Total income / additions
- $11,285,362
- Benefits paid
- $6,643,013
- Administrative expenses
- $197,023
- Total expenses
- $6,840,036
- Net increase / (decrease)
- $4,445,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | RIA, IA | $84,799 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,450 | not reported in the loaded dataset |