Bootheel Counseling Services Retirement Plan — Form 5500 plan (Bootheel Counseling Services, 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, Bootheel Counseling Services Retirement Plan is a benefit plan reported by Bootheel Counseling Services, Inc. under EIN 43-1067515 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $5,312,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bootheel Counseling Services, Inc.
EIN
43-1067515
Plan number
002
Plan type
2
Location
Sikeston, MO
Latest filing year
2023
Participants
167
End-of-year plan assets
$5,312,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20250415085556NAL0003153585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,312,689
Total liabilities (EOY)
$0
Net assets (EOY)
$5,312,689
Net assets (BOY)
$4,260,994

Income & contributions

Employer contributions
$279,351
Participant contributions
$332,784
Total contributions
$612,135
Total income / additions
$1,202,370

Expenses & distributions

Benefits paid
$120,679
Administrative expenses
$29,996
Total expenses
$150,675
Net increase / (decrease)
$1,051,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stadion Money ManagementSERVICE PROVIDER$14,630$02023
Lincoln National CorporationSERVICE PROVIDER$13,171$02023
Benefit Plans PlusTPA$2,195$02023

Related Form 5500 pages