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, Tax-Deferred Retirement Investment Plan Of The Boler Company is a benefit plan reported by The Boler Company under EIN 36-2928548 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,741 participants and $55,229,917 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,229,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,229,917
- Net assets (BOY)
- $43,061,212
Income & contributions
- Employer contributions
- $2,282,160
- Participant contributions
- $6,450,899
- Total contributions
- $11,159,645
- Total income / additions
- $18,382,971
Expenses & distributions
- Benefits paid
- $5,053,850
- Administrative expenses
- $133,833
- Total expenses
- $5,189,804
- Net increase / (decrease)
- $13,193,167