Plan Ledger DOL Form 5500 · updated monthly

Bohan Agency, Inc401(k)

BOHAN AGENCY, INC PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.20%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Bohan Agency, Inc reported $9,847 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,277 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Tennessee (1,153rd of 1,496), and 10,152nd of 11,654 in professional & technical services. In 2022, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,041,387
Participants with balances79
Active participants88
Employer contributions$112,392
Employee contributions$355,675
Employer contribution per active participant$1,277
Average account balance$51,157
Benefits paid to participants$1,252,105
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,502
Investment management$345
Total administrative$9,847
The Bohan Agency, Inc 401(k) match · 2022
Employer contribution per active participant$1,277
Median for plans this size$1,114

Bohan Agency, Inc's 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,847 · 0.20%
Similar plansProfessional & Technical Services · Tennessee
Rayner LLC TN$4.6M · 0.11%
Transnetyx, Inc. TN$4.2M · 0.54%
Tele-Optics, Inc. TN$4.0M · 0.75%
Iqtalent Partners, Inc. TN$3.7M · 1.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621412931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.