401k Plan data: BOSTWICK CAPITAL LLC CASH BALANCE PLAN plan

BOSTWICK CAPITAL LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	BOSTWICK CAPITAL LLC CASH BALANCE PLAN
Plan identification number	002

BOSTWICK CAPITAL LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOSTWICK CAPITAL LLC has sponsored the creation of one or more 401k plans.

Company Name: BOSTWICK CAPITAL LLC

Employer identification number (EIN): 205149516

NAIC Classification: 523900

Additional information about BOSTWICK CAPITAL LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4172111

More information about BOSTWICK CAPITAL LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTWICK CAPITAL LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THOMAS BOSTWICK 2024-10-11
002 2022-01-01 THOMAS BOSTWICK 2023-07-18
002 2021-01-01 THOMAS BOSTWICK 2022-10-12
002 2020-01-01 THOMAS BOSTWICK 2021-08-23
002 2019-01-01 THOMAS BOSTWICK 2020-07-23
002 2018-01-01 THOMAS BOSTWICK 2019-10-03
002 2017-01-01 THOMAS BOSTWICK 2018-06-27
002 2016-01-01 THOMAS BOSTWICK 2017-07-17
002 2015-01-01 THOMAS BOSTWICK 2016-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	THOMAS BOSTWICK	2024-10-11
002	2022-01-01	THOMAS BOSTWICK	2023-07-18
002	2021-01-01	THOMAS BOSTWICK	2022-10-12
002	2020-01-01	THOMAS BOSTWICK	2021-08-23
002	2019-01-01	THOMAS BOSTWICK	2020-07-23
002	2018-01-01	THOMAS BOSTWICK	2019-10-03
002	2017-01-01	THOMAS BOSTWICK	2018-06-27
002	2016-01-01	THOMAS BOSTWICK	2017-07-17
002	2015-01-01	THOMAS BOSTWICK	2016-07-20

Financial Data on BOSTWICK CAPITAL LLC CASH BALANCE PLAN

Measure	Date	Value
2025 : BOSTWICK CAPITAL LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-30	0
Total liabilities as of the end of the plan year	2025-09-30	0
Total liabilities as of the beginning of the plan year	2025-09-30	0
Total expenses incurred by plan in this plan year	2025-09-30	395
Net assets as of the end of the plan year	2025-09-30	1189995
Total assets as of the beginning of the plan year	2025-09-30	834776
Value of plan covered by a fidelity bond	2025-09-30	200000
Participant contributions to plan in this plan year	2025-09-30	0
Other expenses paid from plan in this plan year	2025-09-30	0
Other contributions to plan in this plan year	2025-09-30	0
Other income to plan in this plan year	2025-09-30	155614
Plan net income in this plan year	2025-09-30	355219
Net assets as of the end of the plan year	2025-09-30	1189995
Net assets as of the beginning of the plan year	2025-09-30	834776
Employer contributions to plan in this plan year	2025-09-30	200000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-30	395
2024 : BOSTWICK CAPITAL LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-11	0
Total liabilities as of the end of the plan year	2024-10-11	0
Total liabilities as of the beginning of the plan year	2024-10-11	0
Total expenses incurred by plan in this plan year	2024-10-11	15577
Net assets as of the end of the plan year	2024-10-11	834776
Total assets as of the beginning of the plan year	2024-10-11	560801
Value of plan covered by a fidelity bond	2024-10-11	200000
Participant contributions to plan in this plan year	2024-10-11	0
Other expenses paid from plan in this plan year	2024-10-11	0
Other contributions to plan in this plan year	2024-10-11	0
Other income to plan in this plan year	2024-10-11	-60448
Plan net income in this plan year	2024-10-11	273975
Net assets as of the end of the plan year	2024-10-11	834776
Net assets as of the beginning of the plan year	2024-10-11	560801
Employer contributions to plan in this plan year	2024-10-11	350000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-11	545
2022 : BOSTWICK CAPITAL LLC CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-10-12	0
Total liabilities as of the beginning of the plan year	2022-10-12	0
Total expenses incurred by plan in this plan year	2022-10-12	0
Net assets as of the end of the plan year	2022-10-12	571476
Total assets as of the beginning of the plan year	2022-10-12	561098
Value of plan covered by a fidelity bond	2022-10-12	200000
Other income to plan in this plan year	2022-10-12	-39622
Plan net income in this plan year	2022-10-12	10378
Net assets as of the end of the plan year	2022-10-12	571476
Net assets as of the beginning of the plan year	2022-10-12	561098
Employer contributions to plan in this plan year	2022-10-12	50000

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Company Name:	BOSTWICK CAPITAL LLC
Employer identification number (EIN):	205149516
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4172111