Bomco, Inc. 401(K) Plan — Form 5500 plan (Bomco, Inc.)

Plain-English plan 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, Bomco, Inc. 401(K) Plan is a benefit plan reported by Bomco, Inc. under EIN 04-2267055 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $9,627,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bomco, Inc.
EIN
04-2267055
Plan number
001
Plan type
2
Location
Gloucester, MA
Latest filing year
2023
Participants
111
End-of-year plan assets
$9,627,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241002132826NAL0004038179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,627,901
Total liabilities (EOY)
$0
Net assets (EOY)
$9,627,901
Net assets (BOY)
$8,424,752

Income & contributions

Employer contributions
$0
Participant contributions
$481,980
Total contributions
$710,501
Total income / additions
$1,953,883

Expenses & distributions

Benefits paid
$721,203
Administrative expenses
$29,531
Total expenses
$750,734
Net increase / (decrease)
$1,203,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$17,332not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$12,199$02023

Related Form 5500 pages