Plan5500

J.G. Boswell Company Employees' Retirement Plan — Form 5500 plan (J.G. Boswell 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, J.G. Boswell Company Employees' Retirement Plan is a benefit plan reported by J.G. Boswell Company under EIN 95-0563800 and plan number 002. The latest loaded filing year is 2023. The filing reports 867 participants and $67,563,732 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.5MPlan net assets, end of year$67,457,761
Participants867Covered participants reported
Assets / participant$77.9KComputed: assets ÷ participants$77,928 (computed)
Provider compensationNone reported
Plan sponsor
J.G. Boswell Company
EIN
95-0563800
Plan number
002
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    867 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$67.6M total assets
Net assets$67.5MLiabilities$106K
Money in vs. money out
Total income / additions$5.5M
Total expenses$8.8M
Benefits paid / distributions$7.9M
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$67,563,732
Total liabilities (EOY)
$105,971
Net assets (EOY)
$67,457,761
Net assets (BOY)
$70,770,581

Income & contributions

Employer contributions
$2,480,657
Total contributions
$2,480,657
Total income / additions
$5,451,726

Expenses & distributions

Benefits paid
$7,861,434
Administrative expenses
$903,112
Total expenses
$8,764,546
Net increase / (decrease)
-$3,312,820
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income144%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages