Boehm Investments Retirement Plan — Form 5500 plan (Boehm Investments 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, Boehm Investments Retirement Plan is a benefit plan reported by Boehm Investments Inc. under EIN 86-1821827 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $696,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boehm Investments Inc.
- EIN
- 86-1821827
- Plan number
- 001
- Plan type
- 2
- Location
- Lander, WY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $696,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250926151052NAL0011049392001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $696,014
- Net assets (EOY)
- $696,014
- Net assets (BOY)
- $750,000
Income & contributions
- Total income / additions
- -$53,986
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$53,986
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.