Boyle Investment Company Retirement Savings Plan & Trust — Form 5500 plan (Boyle Investment Company)
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, Boyle Investment Company Retirement Savings Plan & Trust is a benefit plan reported by Boyle Investment Company under EIN 62-0136740 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $72,971,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boyle Investment Company
- EIN
- 62-0136740
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $72,971,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241004153724NAL0011594225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,971,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,971,844
- Net assets (BOY)
- $65,282,573
Income & contributions
- Employer contributions
- $830,271
- Participant contributions
- $934,127
- Total contributions
- $2,476,137
- Total income / additions
- $14,776,654
Expenses & distributions
- Benefits paid
- $6,909,190
- Administrative expenses
- $178,193
- Total expenses
- $7,087,383
- Net increase / (decrease)
- $7,689,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ruane Cunniff & Goldfarb, Inc. | INVESTMENT MANAGER | $81,465 | $0 | 2023 |
| The Trust Company Of Tennessee | NONE | $64,351 | $0 | 2023 |
| Newsouth Capital Management, Inc. | INVESTMENT MANAGER | $32,227 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boyle Investment Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Ruane Cunniff & Goldfarb, Inc. — Schedule C compensation
- The Trust Company Of Tennessee — Schedule C compensation
- Newsouth Capital Management, Inc. — Schedule C compensation