2023 Form 5500 filing — Boehm Investments Retirement 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 20250926151052NAL0011049392001) for Boehm Investments Retirement Plan, reported by Boehm Investments Inc. under EIN 86-1821827 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250926151052NAL0011049392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boehm Investments Inc.
- EIN
- 86-1821827
- Plan number
- 001
- Location
- Lander, WY
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $696,014
- Net assets (EOY)
- $696,014
- Total income / additions
- -$53,986
- Total expenses
- $0
- Net increase / (decrease)
- -$53,986
- Schedule source
- Schedule I