2023 Form 5500 filing — Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C.

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 20240610101759NAL0042254224001) for Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C., reported by Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C. under EIN 54-1351955 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.7MReported net assets$12,692,422
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240610101759NAL0042254224001
Plan sponsor
Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C.
EIN
54-1351955
Plan number
001
Location
Fairfax, VA
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$79K
Benefits paid / distributions$58.6K
Contributions
Employer$125K
Participant$228.4K
Full reported line items
Total assets (EOY)
$12,692,422
Total liabilities (EOY)
$0
Net assets (EOY)
$12,692,422
Employer contributions
$125,000
Participant contributions
$228,391
Total income / additions
$2,115,210
Benefits paid
$58,604
Administrative expenses
$20,377
Total expenses
$78,981
Net increase / (decrease)
$2,036,229

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240610101759NAL0042254224001 cover?
It is the 2023 Form 5500 filing for Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C., reported by Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C. (EIN 54-1351955).
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