2023 Form 5500 filing — Booth Patterson, P.C. 401(K) Salary Reduction Plan And 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 20240711134521NAL0016265761001) for Booth Patterson, P.C. 401(K) Salary Reduction Plan And Trust, reported by Booth Patterson, P.C. under EIN 38-2993781 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711134521NAL0016265761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Booth Patterson, P.C.
- EIN
- 38-2993781
- Plan number
- 001
- Location
- Waterford, MI
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $673,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $673,082
- Employer contributions
- $2,247
- Participant contributions
- $3,114
- Total income / additions
- $132,243
- Benefits paid
- $152,520
- Administrative expenses
- $1,190
- Total expenses
- $153,710
- Net increase / (decrease)
- -$21,467
- Schedule source
- Schedule I