2023 Form 5500 filing — Bourdon Forge Company, Inc. 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 20250812152305NAL0004400355001) for Bourdon Forge Company, Inc. 401(K) Plan, reported by Bourdon Forge Company, Inc. under EIN 06-0858901 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812152305NAL0004400355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bourdon Forge Company, Inc.
- EIN
- 06-0858901
- Plan number
- 001
- Location
- Middletown, CT
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,259,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,259,703
- Employer contributions
- $500,000
- Participant contributions
- $225,379
- Total income / additions
- $1,434,163
- Benefits paid
- $545,655
- Administrative expenses
- $9,717
- Total expenses
- $566,972
- Net increase / (decrease)
- $867,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $5,100 | not reported in the loaded dataset |
| Sentry Life Insurance Company | RECORDKEEPER | $4,618 | $0 |