Original filing (PDF)20250402145129NAL0013558480001

BOOMER ESIASON FOUNDATION

Name: BOOMER ESIASON FOUNDATION — TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION, Form 5500 (2024)
Creator: BOOMER ESIASON FOUNDATION

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOOMER ESIASON FOUNDATION.

Plan sponsor

Name

BOOMER ESIASON FOUNDATION

EIN

11-3142753

Address

7475 WISCONSIN AVENUE, SUITE 1100 · BETHESDA, MD · 20814

Phone

(646) 292-7930

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-02

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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