Plan5500

Bose Employees' Retirement Savings 401(K) Plan — Form 5500 plan (Bose Corporation)

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, Bose Employees' Retirement Savings 401(K) Plan is a benefit plan reported by Bose Corporation under EIN 04-2655386 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,380 participants and $656,264,395 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bose Corporation
EIN
04-2655386
Plan number
002
Plan type
2
Location
Framingham, MA
Latest filing year
2023
Participants
4,380
End-of-year plan assets
$656,264,395

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,380H, C20241014102146NAL0025913745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$656,264,395
Total liabilities (EOY)
$4,222
Net assets (EOY)
$656,260,173
Net assets (BOY)
$615,405,651

Income & contributions

Employer contributions
$5,027,885
Participant contributions
$25,724,654
Total contributions
$35,746,164
Total income / additions
$136,998,939

Expenses & distributions

Benefits paid
$96,018,748
Administrative expenses
$125,669
Total expenses
$96,144,417
Net increase / (decrease)
$40,854,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$124,869$02023
Empower Financial Seervices LLCNONE$1,854not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$800not reported in the loaded dataset2023

Related Form 5500 pages