Beemer, Smith, Munro & Co., Llp Employees' Savings Plan — Form 5500 plan (Bsm Cpa Group, LLC)
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, Beemer, Smith, Munro & Co., Llp Employees' Savings Plan is a benefit plan reported by Bsm Cpa Group, LLC under EIN 93-0668420 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $3,784,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bsm Cpa Group, LLC
- EIN
- 93-0668420
- Plan number
- 002
- Plan type
- 2
- Location
- Clackamas, OR
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,784,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240731120009NAL0012651667006 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,784,134
- Net assets (EOY)
- $3,784,134
- Net assets (BOY)
- $2,091,523
Income & contributions
- Employer contributions
- $13,031
- Participant contributions
- $45,044
- Total income / additions
- $1,907,611
Expenses & distributions
- Benefits paid
- $215,000
- Total expenses
- $215,000
- Net increase / (decrease)
- $1,692,611
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.