2023 Form 5500 filing — Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement 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 20240729114345NAL0011001107005) for Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust, reported by Michael S. Bogenschutz, Attorney At Law under EIN 76-0354406 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729114345NAL0011001107005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michael S. Bogenschutz, Attorney At Law
- EIN
- 76-0354406
- Plan number
- 002
- Location
- Humble, TX
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,692,939
- Net assets (EOY)
- $1,692,939
- Total income / additions
- $455,780
- Administrative expenses
- $20
- Total expenses
- $20
- Net increase / (decrease)
- $455,760
- Schedule source
- Schedule I