Bourbon Dog Retirement Plan — Form 5500 plan (Bourbon Dog, Inc.)
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, Bourbon Dog Retirement Plan is a benefit plan reported by Bourbon Dog, Inc. under EIN 81-2732002 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $514,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bourbon Dog, Inc.
- EIN
- 81-2732002
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, NC
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $514,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240730121958NAL0011805075001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $514,615
- Total liabilities (EOY)
- $866
- Net assets (EOY)
- $513,749
- Net assets (BOY)
- $823,717
Income & contributions
- Employer contributions
- $10,011
- Participant contributions
- $11,572
- Total income / additions
- -$296,785
Expenses & distributions
- Benefits paid
- $12,505
- Administrative expenses
- $678
- Total expenses
- $13,183
- Net increase / (decrease)
- -$309,968
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.