2023 Form 5500 filing — Gregory D. Bynum & Associates, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606101236NAL0035305632001) for Gregory D. Bynum & Associates, Inc. 401(K) Profit Sharing Plan, reported by Bynum, Inc. under EIN 95-3733916 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,629,075
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606101236NAL0035305632001
Plan sponsor
Bynum, Inc.
EIN
95-3733916
Plan number
001
Location
Fresno, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$678.9K
Total expenses$1M
Benefits paid / distributions$997.7K
Contributions
Employer$55.6K
Participant$160.9K
Full reported line items
Total assets (EOY)
$3,629,075
Net assets (EOY)
$3,629,075
Employer contributions
$55,580
Participant contributions
$160,927
Total income / additions
$678,929
Benefits paid
$997,689
Administrative expenses
$37,713
Total expenses
$1,035,402
Net increase / (decrease)
-$356,473

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606101236NAL0035305632001 cover?
It is the 2023 Form 5500 filing for Gregory D. Bynum & Associates, Inc. 401(K) Profit Sharing Plan, reported by Bynum, Inc. (EIN 95-3733916).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages