Bodine Perry, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bodine Perry, 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, Bodine Perry, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bodine Perry, LLC under EIN 41-2028444 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $11,478,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bodine Perry, LLC
EIN
41-2028444
Plan number
001
Plan type
2
Location
Canfield, OH
Latest filing year
2023
Participants
204
End-of-year plan assets
$11,478,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241010161008NAL0010238339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,478,469
Total liabilities (EOY)
$0
Net assets (EOY)
$11,478,469
Net assets (BOY)
$9,085,713

Income & contributions

Employer contributions
$408,521
Participant contributions
$931,242
Total contributions
$1,465,775
Total income / additions
$3,170,427

Expenses & distributions

Benefits paid
$735,478
Administrative expenses
$42,193
Total expenses
$777,671
Net increase / (decrease)
$2,392,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
InvstNONE$34,740not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$5,235not reported in the loaded dataset2023
Charles Schwab BankNONE$2,155$02023

Related Form 5500 pages