Plan5500

Boddie-Noell Enterprises, Inc. Savings And Employee Retirement Plan — Form 5500 plan (Boddie-Noell Enterprises, 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, Boddie-Noell Enterprises, Inc. Savings And Employee Retirement Plan is a benefit plan reported by Boddie-Noell Enterprises, Inc. under EIN 56-0751071 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,254 participants and $59,820,760 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boddie-Noell Enterprises, Inc.
EIN
56-0751071
Plan number
333
Plan type
2
Location
Rocky Mount, NC
Latest filing year
2023
Participants
4,254
End-of-year plan assets
$59,820,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,254H, C20241014152017NAL0015193859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,820,760
Total liabilities (EOY)
$44,832
Net assets (EOY)
$59,775,928
Net assets (BOY)
$56,199,776

Income & contributions

Employer contributions
$422,928
Participant contributions
$1,937,786
Total contributions
$2,386,096
Total income / additions
$10,731,804

Expenses & distributions

Benefits paid
$6,854,512
Administrative expenses
$164,212
Total expenses
$7,155,652
Net increase / (decrease)
$3,576,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$117,564$02023
PbmaresACCOUNTING$21,648not reported in the loaded dataset2023
Capfinancial Partners, LLC.CONSULTANT$17,911not reported in the loaded dataset2023

Related Form 5500 pages