Business Office Systems, Inc. Salary Reduction & Trust — Form 5500 plan (Bos Of Illinois, 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, Business Office Systems, Inc. Salary Reduction & Trust is a benefit plan reported by Bos Of Illinois, Inc. under EIN 36-4060500 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $14,620,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bos Of Illinois, Inc.
EIN
36-4060500
Plan number
002
Plan type
2
Location
Roselle, IL
Latest filing year
2023
Participants
185
End-of-year plan assets
$14,620,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240812111309NAL0016384736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,620,475
Total liabilities (EOY)
$35,229
Net assets (EOY)
$14,585,246
Net assets (BOY)
$12,495,138

Income & contributions

Employer contributions
$0
Participant contributions
$811,315
Total contributions
$1,119,579
Total income / additions
$2,987,421

Expenses & distributions

Benefits paid
$799,556
Administrative expenses
$59,256
Total expenses
$897,313
Net increase / (decrease)
$2,090,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$59,256$02023

Related Form 5500 pages