Stan Boyett & Son, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Stan Boyett & Son, 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, Stan Boyett & Son, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Stan Boyett & Son, Inc. under EIN 94-2456460 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $10,169,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stan Boyett & Son, Inc.
- EIN
- 94-2456460
- Plan number
- 001
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $10,169,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241015161035NAL0030293681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,169,251
- Net assets (EOY)
- $10,169,251
- Net assets (BOY)
- $8,965,232
Income & contributions
- Employer contributions
- $395,236
- Participant contributions
- $701,895
- Total contributions
- $1,104,988
- Total income / additions
- $2,571,306
Expenses & distributions
- Benefits paid
- $1,198,495
- Administrative expenses
- $98,542
- Total expenses
- $1,367,287
- Net increase / (decrease)
- $1,204,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osborne & Associates Inc | RECORDKEEPER | $43,318 | $0 | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $30,581 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY-PLAN | $18,721 | $0 | 2023 |
| Oliveira Wealth | INVESTMENT ADVISORY-PLAN | $6,285 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stan Boyett & Son, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Osborne & Associates Inc — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- Oliveira Wealth — Schedule C compensation