National Boston LLC 401(K) Plan — Form 5500 plan (National Boston 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, National Boston LLC 401(K) Plan is a benefit plan reported by National Boston LLC under EIN 51-0498935 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $2,127,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Boston LLC
- EIN
- 51-0498935
- Plan number
- 001
- Plan type
- 2
- Location
- Brookline, MA
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $2,127,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240813130237NAL0010444129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,127,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,127,333
- Net assets (BOY)
- $2,438,942
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $79,738
- Total income / additions
- $398,148
Expenses & distributions
- Benefits paid
- $709,757
- Administrative expenses
- $0
- Total expenses
- $709,757
- Net increase / (decrease)
- -$311,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.