Drs. Beto & Bogardus 401(K) Profit Sharing Plan — Form 5500 plan (Drs. Beto & Bogardus)
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, Drs. Beto & Bogardus 401(K) Profit Sharing Plan is a benefit plan reported by Drs. Beto & Bogardus under EIN 61-1102975 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $3,503,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drs. Beto & Bogardus
- EIN
- 61-1102975
- Plan number
- 001
- Plan type
- 2
- Location
- Danville, KY
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $3,503,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240507091930NAL0059441154001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,503,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,503,381
- Net assets (BOY)
- $2,755,850
Income & contributions
- Employer contributions
- $139,919
- Participant contributions
- $61,350
- Total income / additions
- $766,486
Expenses & distributions
- Benefits paid
- $10,908
- Administrative expenses
- $8,047
- Total expenses
- $18,955
- Net increase / (decrease)
- $747,531
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.