Boll & Branch LLC Retirement Trust — Form 5500 plan (Boll & Branch 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, Boll & Branch LLC Retirement Trust is a benefit plan reported by Boll & Branch LLC under EIN 46-2578196 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $5,756,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boll & Branch LLC
- EIN
- 46-2578196
- Plan number
- 001
- Plan type
- 2
- Location
- Summit, NJ
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $5,756,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240930121149NAL0005657057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,756,302
- Net assets (EOY)
- $5,756,302
- Net assets (BOY)
- $3,425,908
Income & contributions
- Employer contributions
- $569,814
- Participant contributions
- $1,058,701
- Total contributions
- $1,864,621
- Total income / additions
- $2,691,332
Expenses & distributions
- Benefits paid
- $328,562
- Administrative expenses
- $32,376
- Total expenses
- $360,938
- Net increase / (decrease)
- $2,330,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $20,929 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,078 | $0 | 2023 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $400 | $2,092 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,154 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boll & Branch LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Summit, NJ
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation