Bostonpremier Wealth LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Bostonpremier Wealth 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, Bostonpremier Wealth LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Bostonpremier Wealth LLC under EIN 45-4233485 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $406,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bostonpremier Wealth LLC
- EIN
- 45-4233485
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover, MA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $406,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240417104214NAL0004719314001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $406,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $406,001
- Net assets (BOY)
- $194,709
Income & contributions
- Employer contributions
- $100,060
- Participant contributions
- $66,272
- Total income / additions
- $213,903
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,611
- Total expenses
- $2,611
- Net increase / (decrease)
- $211,292
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.