Boveia Law Office Profit Sharing Plan — Form 5500 plan (Gary J Boveia)

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, Boveia Law Office Profit Sharing Plan is a benefit plan reported by Gary J Boveia under EIN 42-1045108 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $3,169,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gary J Boveia
EIN
42-1045108
Plan number
002
Plan type
2
Location
Waverly, IA
Latest filing year
2023
Participants
7
End-of-year plan assets
$3,169,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240723140009NAL0011398289004

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,169,414
Net assets (EOY)
$3,169,414
Net assets (BOY)
$2,545,284

Income & contributions

Employer contributions
$18,707
Total income / additions
$811,014

Expenses & distributions

Benefits paid
$186,884
Total expenses
$186,884
Net increase / (decrease)
$624,130

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages