Boston Pie, Inc. 401(K) Plan — Form 5500 plan (Boston Pie, 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, Boston Pie, Inc. 401(K) Plan is a benefit plan reported by Boston Pie, Inc. under EIN 04-2836784 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $2,013,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boston Pie, Inc.
- EIN
- 04-2836784
- Plan number
- 001
- Plan type
- 2
- Location
- Danvers, MA
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $2,013,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20241014090757NAL0043942512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,013,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,013,198
- Net assets (BOY)
- $1,615,354
Income & contributions
- Employer contributions
- $21,566
- Participant contributions
- $249,155
- Total contributions
- $311,100
- Total income / additions
- $549,910
Expenses & distributions
- Benefits paid
- $123,086
- Administrative expenses
- $28,778
- Total expenses
- $152,066
- Net increase / (decrease)
- $397,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,558 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,424 | not reported in the loaded dataset | 2023 |
| Next Financial Group Inc | BROKER/ADVISER | $0 | $3,954 | 2023 |
| Murphy Gaudreau Hoskinson Inc. | AUDITOR | $2,936 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boston Pie, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Danvers, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Next Financial Group Inc — Schedule C compensation
- Murphy Gaudreau Hoskinson Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation