2023 Form 5500 filing — Frank M. Booth, Inc. 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 20240826172848NAL0019946034001) for Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust, reported by Frank M. Booth, Inc. under EIN 94-1257060 and plan number 001. It reports 97 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.5MReported net assets$15,483,536
Participants97
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826172848NAL0019946034001
Plan sponsor
Frank M. Booth, Inc.
EIN
94-1257060
Plan number
001
Location
Marysville, CA
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$278.2K
Participant$969.1K
Full reported line items
Total assets (EOY)
$15,483,536
Total liabilities (EOY)
$0
Net assets (EOY)
$15,483,536
Employer contributions
$278,161
Participant contributions
$969,074
Total income / additions
$3,866,609
Benefits paid
$2,869,653
Administrative expenses
$56,051
Total expenses
$2,925,704
Net increase / (decrease)
$940,905

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826172848NAL0019946034001 cover?
It is the 2023 Form 5500 filing for Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust, reported by Frank M. Booth, Inc. (EIN 94-1257060).
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