2023 Form 5500 filing — Bowen, Radabaugh & Milton, P.C. 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 20250708102409NAL0002173859001) for Bowen, Radabaugh & Milton, P.C. 401(K) Profit Sharing Plan, reported by Bowen, Radabaugh & Milton, P.C. under EIN 38-3228964 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,276,566
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250708102409NAL0002173859001
Plan sponsor
Bowen, Radabaugh & Milton, P.C.
EIN
38-3228964
Plan number
001
Location
Troy, MI
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$307.4K
Benefits paid / distributions$293K
Contributions
Employer$34.4K
Participant$303.3K
Full reported line items
Total assets (EOY)
$7,276,566
Total liabilities (EOY)
$0
Net assets (EOY)
$7,276,566
Employer contributions
$34,361
Participant contributions
$303,299
Total income / additions
$1,900,245
Benefits paid
$293,017
Administrative expenses
$14,400
Total expenses
$307,417
Net increase / (decrease)
$1,592,828

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250708102409NAL0002173859001 cover?
It is the 2023 Form 5500 filing for Bowen, Radabaugh & Milton, P.C. 401(K) Profit Sharing Plan, reported by Bowen, Radabaugh & Milton, P.C. (EIN 38-3228964).
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