Plan5500

Bounteous, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bounteous, 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, Bounteous, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bounteous, Inc. under EIN 81-4235476 and plan number 001. The latest loaded filing year is 2023. The filing reports 782 participants and $55,362,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bounteous, Inc.
EIN
81-4235476
Plan number
001
Plan type
2
Location
Wheaton, IL
Latest filing year
2023
Participants
782
End-of-year plan assets
$55,362,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023782H, C20241022051446NAL0002269505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,362,811
Net assets (EOY)
$55,362,811
Net assets (BOY)
$37,388,158

Income & contributions

Employer contributions
$2,314,629
Participant contributions
$6,950,303
Total contributions
$10,344,511
Total income / additions
$18,700,438

Expenses & distributions

Benefits paid
$4,852,213
Administrative expenses
$155,128
Total expenses
$5,007,341
Net increase / (decrease)
$13,693,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cibc Bank UsaNONE$82,305not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$71,436not reported in the loaded dataset2023

Related Form 5500 pages