Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust — Form 5500 plan (Michael S. Bogenschutz, Attorney At Law)
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, Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust is a benefit plan reported by Michael S. Bogenschutz, Attorney At Law under EIN 76-0354406 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $1,692,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael S. Bogenschutz, Attorney At Law
- EIN
- 76-0354406
- Plan number
- 002
- Plan type
- 2
- Location
- Humble, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,692,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240729114345NAL0011001107005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,692,939
- Net assets (EOY)
- $1,692,939
- Net assets (BOY)
- $1,237,179
Income & contributions
- Total income / additions
- $455,780
Expenses & distributions
- Administrative expenses
- $20
- Total expenses
- $20
- Net increase / (decrease)
- $455,760
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.