Original filing (PDF)20251015191509NAL0002804707002

BOGH HOLDINGS, INC.

Name: BOGH HOLDINGS, INC. — BOGH HOLDINGS, INC. (F/K/A BOGH ENGINEERING, INC.), Form 5500 (2024)
Creator: BOGH HOLDINGS, INC.

Form 5500

FILING_RECEIVED

BOGH HOLDINGS, INC. (F/K/A BOGH ENGINEERING, INC.)

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

125

Accounts w/ balance

115

Plan assets (EOY)

$25.2M

Net assets (EOY)

-$2.3M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOGH HOLDINGS, INC..

Plan sponsor

Name

BOGH HOLDINGS, INC.

EIN

88-3103935

Address

401 W 4TH ST · BEAUMONT, CA · 92223

Phone

(951) 845-4607

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2P · Leveraged ESOP

2I · Stock bonus

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GYL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $25.2M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Bogh Engineering, Inc.) $25.18 per share	—	—	$32.1M	$25.2M	100.0%

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