Bostwick & Peterson, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Bostwick & Peterson, Llp)
Plain-English plan 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, Bostwick & Peterson, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Bostwick & Peterson, Llp under EIN 26-2233912 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $2,981,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bostwick & Peterson, Llp
- EIN
- 26-2233912
- Plan number
- 001
- Plan type
- 2
- Location
- Mill Valley, CA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $2,981,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20241014122436NAL0027260033001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,981,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,981,476
- Net assets (BOY)
- $2,391,703
Income & contributions
- Employer contributions
- $165,365
- Participant contributions
- $164,973
- Total income / additions
- $634,958
Expenses & distributions
- Benefits paid
- $41,476
- Total expenses
- $45,185
- Net increase / (decrease)
- $589,773
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.