American Boa 401(K) Plan — Form 5500 plan (American Boa, 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, American Boa 401(K) Plan is a benefit plan reported by American Boa, Inc. under EIN 58-1812727 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $14,265,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Boa, Inc.
EIN
58-1812727
Plan number
001
Plan type
2
Location
Cumming, GA
Latest filing year
2023
Participants
225
End-of-year plan assets
$14,265,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241015070542NAL0048356544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,265,187
Total liabilities (EOY)
$0
Net assets (EOY)
$14,265,187
Net assets (BOY)
$12,301,693

Income & contributions

Employer contributions
$193,118
Participant contributions
$400,409
Total contributions
$641,251
Total income / additions
$2,941,795

Expenses & distributions

Benefits paid
$963,959
Administrative expenses
$1,794
Total expenses
$978,301
Net increase / (decrease)
$1,963,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$0$8,5962023
Triad Advisors LLCADVISOR$0$2,7462023
Fidelity Investments InstitutionalRECORDKEEPER$1,794$02023

Related Form 5500 pages