Bourdon Forge Company, Inc. 401(K) Plan — Form 5500 plan (Bourdon Forge Company, 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, Bourdon Forge Company, Inc. 401(K) Plan is a benefit plan reported by Bourdon Forge Company, Inc. under EIN 06-0858901 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $4,259,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bourdon Forge Company, Inc.
EIN
06-0858901
Plan number
001
Plan type
2
Location
Middletown, CT
Latest filing year
2023
Participants
110
End-of-year plan assets
$4,259,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023110H, C20250812152305NAL0004400355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,259,703
Total liabilities (EOY)
$0
Net assets (EOY)
$4,259,703
Net assets (BOY)
$3,392,512

Income & contributions

Employer contributions
$500,000
Participant contributions
$225,379
Total contributions
$725,379
Total income / additions
$1,434,163

Expenses & distributions

Benefits paid
$545,655
Administrative expenses
$9,717
Total expenses
$566,972
Net increase / (decrease)
$867,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morningstar Investment ManagementINVESTMENT ADVISOR$5,100not reported in the loaded dataset2023
Sentry Life Insurance CompanyRECORDKEEPER$4,618$02023

Related Form 5500 pages