Plan5500

Frank M. Booth, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Frank M. Booth, Inc. (EIN 94-1257060) is a plan sponsor located in Marysville, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1257060
Location
Marysville, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$69.2MSummed across loaded plans$69,203,936
Total reported assets$69.2M$69,203,936
Total reported participants190
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$69.2M total assets
Net assets$69.2MLiabilities$0
Contributions & income
Employer contributions$878.2K
Participant contributions$969.1K
Total income / additions$16.9M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.7M
Net increase / (decrease)$10.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets78%Frank M. Booth, Inc. Employee Stock Ownership Plan
Participants per plan95Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Frank M. Booth, Inc. Employee Stock Ownership Plan$53.7M
    Plan #002 · 93 participants · 2023
  2. 2
    Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust$15.5M
    Plan #001 · 97 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Frank M. Booth, Inc.
YearPlanParticipantsSchedulesFiling
2023Frank M. Booth, Inc. Employee Stock Ownership Plan93I20240822084238NAL0004912817001
2023Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust97I20240826172848NAL0019946034001

Related Form 5500 pages