2023 Form 5500 filing — Bond Botes Sykstus P C 401(K) Profit Sharing Plan & Trust

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 20240609130250NAL0045910496001) for Bond Botes Sykstus P C 401(K) Profit Sharing Plan & Trust, reported by Bond Botes Sykstus P C under EIN 63-1097460 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,376,918
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240609130250NAL0045910496001
Plan sponsor
Bond Botes Sykstus P C
EIN
63-1097460
Plan number
001
Location
Huntsville, AL
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$700.9K
Total expenses$99.3K
Benefits paid / distributions$99.1K
Contributions
Employer$23.7K
Participant$81.6K
Full reported line items
Total assets (EOY)
$3,376,918
Total liabilities (EOY)
$0
Net assets (EOY)
$3,376,918
Employer contributions
$23,712
Participant contributions
$81,634
Total income / additions
$700,940
Benefits paid
$99,147
Administrative expenses
$195
Total expenses
$99,342
Net increase / (decrease)
$601,598

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240609130250NAL0045910496001 cover?
It is the 2023 Form 5500 filing for Bond Botes Sykstus P C 401(K) Profit Sharing Plan & Trust, reported by Bond Botes Sykstus P C (EIN 63-1097460).
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