2023 Form 5500 filing — Bostwick & Peterson, Llp 401(K) Profit Sharing 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 20241014122436NAL0027260033001) for Bostwick & Peterson, Llp 401(K) Profit Sharing Plan, reported by Bostwick & Peterson, Llp under EIN 26-2233912 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014122436NAL0027260033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bostwick & Peterson, Llp
- EIN
- 26-2233912
- Plan number
- 001
- Location
- Mill Valley, CA
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,981,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,981,476
- Employer contributions
- $165,365
- Participant contributions
- $164,973
- Total income / additions
- $634,958
- Benefits paid
- $41,476
- Total expenses
- $45,185
- Net increase / (decrease)
- $589,773
- Schedule source
- Schedule I