Bergeson-Boese & Associates, Inc. 401(K) Plan — Form 5500 plan (Bergeson-Boese & Associates, 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, Bergeson-Boese & Associates, Inc. 401(K) Plan is a benefit plan reported by Bergeson-Boese & Associates, Inc. under EIN 93-0991547 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $1,280,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bergeson-Boese & Associates, Inc.
- EIN
- 93-0991547
- Plan number
- 001
- Plan type
- 2
- Location
- Coburg, OR
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $1,280,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240521121627NAL0004804784001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,280,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,280,390
- Net assets (BOY)
- $899,961
Income & contributions
- Employer contributions
- $34,330
- Participant contributions
- $42,425
- Total income / additions
- $386,930
Expenses & distributions
- Benefits paid
- $6,501
- Administrative expenses
- $0
- Total expenses
- $6,501
- Net increase / (decrease)
- $380,429
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.