2023 Form 5500 filing — Beemer, Smith, Munro & Co., Llp Employees' Savings 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 20240731120009NAL0012651667006) for Beemer, Smith, Munro & Co., Llp Employees' Savings Plan, reported by Bsm Cpa Group, LLC under EIN 93-0668420 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731120009NAL0012651667006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bsm Cpa Group, LLC
- EIN
- 93-0668420
- Plan number
- 002
- Location
- Clackamas, OR
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,784,134
- Net assets (EOY)
- $3,784,134
- Employer contributions
- $13,031
- Participant contributions
- $45,044
- Total income / additions
- $1,907,611
- Benefits paid
- $215,000
- Total expenses
- $215,000
- Net increase / (decrease)
- $1,692,611
- Schedule source
- Schedule I