How big is Bockman and SON Inc.'s plan?

Bockman and SON Inc.'s plan reported $11K in assets for 2022.

Original filing (PDF)20230601164906NAL0031375008001

Bockman and SON Inc.

Name: Bockman and SON Inc. — Bockman and SON Retirement, Form 5500 (2022)
Creator: Bockman and SON Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bockman and SON Retirement Plan

401(k) retirement plan · Bockman and SON Inc.'s Bockman and SON Retirement Plan reported $11K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Julie Morris signed Bockman and SON Inc.'s 2022 Form 5500 as plan administrator.

Julie Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bockman and SON Inc.'s EIN is 93-0643222.

EIN 93-0643222

Plan number 001

Plan year 2022

ACK ID 20230601164906NAL0031375008001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bockman and SON Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bockman and SON Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOCKMAN AND SON INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score