Bamboo Rose, LLC 401(K) Plan — Form 5500 plan (Bamboo Rose, LLC)
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, Bamboo Rose, LLC 401(K) Plan is a benefit plan reported by Bamboo Rose, LLC under EIN 81-3065654 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $13,992,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bamboo Rose, LLC
- EIN
- 81-3065654
- Plan number
- 001
- Plan type
- 2
- Location
- Gloucester, MA
- Latest filing year
- 2023
- Participants
- 111
- End-of-year plan assets
- $13,992,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 111 | I | 20240830150112NAL0008437827001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,992,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,992,901
- Net assets (BOY)
- $13,400,037
Income & contributions
- Employer contributions
- $257,570
- Participant contributions
- $1,112,163
- Total income / additions
- $3,275,422
Expenses & distributions
- Benefits paid
- $3,238,670
- Administrative expenses
- $744
- Total expenses
- $3,239,414
- Net increase / (decrease)
- $36,008
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.