Original filing (PDF)20230920121053NAL0002627792001

BOCKMAN AND SON INC

Name: BOCKMAN AND SON INC — BOCKMAN AND SON RETIREMENT PLAN, Form 5500 (2022)
Creator: BOCKMAN AND SON INC

Form 5500-SF

FILING_RECEIVED

BOCKMAN AND SON RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BOCKMAN AND SON INC.

Plan sponsor

Name

BOCKMAN AND SON INC

EIN

93-0543222

Address

PO BOX 86760 · PORTLAND, OR · 972860760

Phone

(971) 344-5395

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-09-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

NORTHWEST METALS AND SALVAGE SERVICE, INC.

NORTHWEST METALS AND SALVAGE SERVICE, INC. RETIREMENT SAVINGS PLAN

STAINLESS STEEL MIDWEST, LLC

STAINLESS STEEL MIDWEST, LLC CBS BENEFIT PLAN

SEQUENTIAL ENVIRONMENTAL SERVICES LLC

SEQUENTIAL ENVIRONMENTAL SERVICES 401(K) PLAN

K&G PATTON ENTERPRISES INC

K&G PATTON ENTERPRISES INC MEDOVA LIFESTYLE HEALTH PLAN

OKON METALS, INC.

OKON METALS, INC. 401(K) PLAN