Bozzuto'S, Inc. 401(K) Plan — Form 5500 plan (Bozzuto'S, 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, Bozzuto'S, Inc. 401(K) Plan is a benefit plan reported by Bozzuto'S, Inc. under EIN 06-0606469 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,838 participants and $83,952,921 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bozzuto'S, Inc.
EIN
06-0606469
Plan number
002
Plan type
2
Location
Cheshire, CT
Latest filing year
2023
Participants
1,838
End-of-year plan assets
$83,952,921

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,838H, C20241015090920NAL0047140656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,952,921
Total liabilities (EOY)
$0
Net assets (EOY)
$83,952,921
Net assets (BOY)
$68,637,157

Income & contributions

Employer contributions
$1,162,328
Participant contributions
$6,822,158
Total contributions
$8,891,019
Total income / additions
$22,251,195

Expenses & distributions

Benefits paid
$6,766,853
Administrative expenses
$59,025
Total expenses
$6,935,431
Net increase / (decrease)
$15,315,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$40,902$02023
Strategic Advisors, Inc.ADVISOR$18,173not reported in the loaded dataset2023

Related Form 5500 pages