Retirement plan

ARCHITECTURAL OFFICE ENVIRONMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: BOS HOLDINGS, INC. - ARCHITECTURAL OFFICE ENVIRONMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: BOS HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHITECTURAL OFFICE ENVIRONMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, BOS HOLDINGS, INC.

BOS HOLDINGS, INC.EIN 20-1751342Plan #003PY 2024

501 SOUTH GARY AVE. - ROSELLE, IL 60172630-773-7777

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.6M

+10.5% from 2023

Total participants

178

+2.9% from 2023

Average account balance

$127,144

+7.4% from 2023

Annual return

14.14%

+16.67 pp from 2023

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$22.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$127K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

178

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$769K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,144

$88,203+44.1%

$165,100-23.0%

$74,478+70.7%

Participation rate

100.0%

73.1%+26.9pp

78.6%+21.4pp

67.2%+32.8pp

Annual return

14.14%

17.13%-3.0pp

70.21%-56.1pp

1370.56%-1356.4pp

Employer contribution / active EE

$6,199

$2,601+138.4%

$4,348+42.6%

$2,626+136.0%

Participant deferral / active EE

$4,505-100.0%

$6,035-100.0%

$4,350-100.0%

Admin fee / account holder

$2,235-100.0%

$12,696-100.0%

$1,946-100.0%

ARCHITECTURAL OFFICE ENVIRONMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARCHITECTURAL OFFICE ENVIRONMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion