Boundless Enterprises, LLC 401(K) Plan — Form 5500 plan (Boundless Enterprises, LLC)
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, Boundless Enterprises, LLC 401(K) Plan is a benefit plan reported by Boundless Enterprises, LLC under EIN 16-1778512 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $11,807,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boundless Enterprises, LLC
- EIN
- 16-1778512
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $11,807,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20241008133102NAL0030077120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,807,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,807,056
- Net assets (BOY)
- $7,191,721
Income & contributions
- Employer contributions
- $1,350,812
- Participant contributions
- $2,468,251
- Total contributions
- $4,614,763
- Total income / additions
- $6,290,136
Expenses & distributions
- Benefits paid
- $1,572,828
- Administrative expenses
- $101,973
- Total expenses
- $1,674,801
- Net increase / (decrease)
- $4,615,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $101,598 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $41,734 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boundless Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation