Boarman Kroos Vogel Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Boarman Kroos Vogel Group, 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, Boarman Kroos Vogel Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Boarman Kroos Vogel Group, Inc. under EIN 41-1326637 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $18,337,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boarman Kroos Vogel Group, Inc.
EIN
41-1326637
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
261
End-of-year plan assets
$18,337,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241007144759NAL0015357345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,337,271
Total liabilities (EOY)
$0
Net assets (EOY)
$18,337,271
Net assets (BOY)
$13,950,148

Income & contributions

Employer contributions
$549,585
Participant contributions
$1,920,140
Total contributions
$2,934,730
Total income / additions
$5,263,658

Expenses & distributions

Benefits paid
$810,613
Administrative expenses
$65,742
Total expenses
$876,535
Net increase / (decrease)
$4,387,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services, Inc.NONE$62,552$02023

Related Form 5500 pages