Boisset Family Estates, Inc. Retirement Savings Plan — Form 5500 plan (Boisset Family Estates, 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, Boisset Family Estates, Inc. Retirement Savings Plan is a benefit plan reported by Boisset Family Estates, Inc. under EIN 94-2681575 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $20,162,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boisset Family Estates, Inc.
- EIN
- 94-2681575
- Plan number
- 001
- Plan type
- 2
- Location
- St. Helena, CA
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $20,162,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20241013022947NAL0024340465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,162,291
- Total liabilities (EOY)
- $46,919
- Net assets (EOY)
- $20,115,372
- Net assets (BOY)
- $16,869,767
Income & contributions
- Employer contributions
- $552,251
- Participant contributions
- $1,769,878
- Total contributions
- $2,555,230
- Total income / additions
- $5,983,671
Expenses & distributions
- Benefits paid
- $2,631,984
- Administrative expenses
- $106,082
- Total expenses
- $2,738,066
- Net increase / (decrease)
- $3,245,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rmr Wealth Builders Inc | SERVICE PROVIDER | $0 | $37,588 | 2023 |
| Alliance Benefit Group Of Houston | THIRDPARTY ADMINISTRATOR | $0 | $8,835 | 2023 |
| Calton And Associates, Inc. | SERVICE PROVIDER | $0 | $0 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boisset Family Estates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in St. Helena, CA
- Rmr Wealth Builders Inc — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Calton And Associates, Inc. — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation