The Bosworth Company Employees Thrift Plan — Form 5500 plan (The Bosworth 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, The Bosworth Company Employees Thrift Plan is a benefit plan reported by The Bosworth Company under EIN 75-1012121 and plan number 002. The latest loaded filing year is 2023. The filing reports 368 participants and $20,132,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bosworth Company
- EIN
- 75-1012121
- Plan number
- 002
- Plan type
- 2
- Location
- Midland, TX
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $20,132,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241014101640NAL0025903969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,132,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,132,226
- Net assets (BOY)
- $18,134,326
Income & contributions
- Employer contributions
- $460,420
- Participant contributions
- $1,301,742
- Total contributions
- $1,939,945
- Total income / additions
- $4,552,973
Expenses & distributions
- Benefits paid
- $2,400,976
- Administrative expenses
- $154,097
- Total expenses
- $2,555,073
- Net increase / (decrease)
- $1,997,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | NONE | $74,462 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $56,005 | not reported in the loaded dataset | 2023 |
| Pentec Pension Mgmt | NONE | $9,875 | $10,000 | 2023 |
| Empower Annuity Ins Co Of Am | NONE | $11,451 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bosworth Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Midland, TX
- Empower Advisory Group LLC — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Pentec Pension Mgmt — Schedule C compensation
- Empower Annuity Ins Co Of Am — Schedule C compensation