Boland Enterprises Profit Sharing 401(K) Plan For Service Engineers Bargaining Unit — Form 5500 plan (Boland Trane 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, Boland Enterprises Profit Sharing 401(K) Plan For Service Engineers Bargaining Unit is a benefit plan reported by Boland Trane Services, Inc. under EIN 52-0742033 and plan number 003. The latest loaded filing year is 2023. The filing reports 176 participants and $14,547,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boland Trane Services, Inc.
- EIN
- 52-0742033
- Plan number
- 003
- Plan type
- 2
- Location
- Gaithersburg, MD
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $14,547,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240904113139NAL0020135361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,547,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,547,645
- Net assets (BOY)
- $11,529,458
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,131,716
- Total contributions
- $1,256,725
- Total income / additions
- $3,707,774
Expenses & distributions
- Benefits paid
- $588,432
- Administrative expenses
- $51,303
- Total expenses
- $639,735
- Net increase / (decrease)
- $3,068,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Tilly Us Llp | AUDITOR | $26,565 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $16,239 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,327 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,172 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boland Trane Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Gaithersburg, MD
- Baker Tilly Us Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation