Frank M. Booth, Inc. Employee Stock Ownership Plan — Form 5500 plan (Frank M. Booth, 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, Frank M. Booth, Inc. Employee Stock Ownership Plan is a benefit plan reported by Frank M. Booth, Inc. under EIN 94-1257060 and plan number 002. The latest loaded filing year is 2023. The filing reports 93 participants and $53,720,400 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$53.7MPlan net assets, end of year$53,720,400
Participants93Covered participants reported
Assets / participant$577.6KComputed: assets ÷ participants$577,639 (computed)
Provider compensationNone reported
Plan sponsor
Frank M. Booth, Inc.
EIN
94-1257060
Plan number
002
Plan type
2
Location
Marysville, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202393I20240822084238NAL0004912817001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$53.7M total assets
Net assets$53.7MLiabilities$0
Money in vs. money out
Total income / additions$13M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$600K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$53,720,400
Total liabilities (EOY)
$0
Net assets (EOY)
$53,720,400
Net assets (BOY)
$44,449,893

Income & contributions

Employer contributions
$600,000
Total income / additions
$13,029,010

Expenses & distributions

Benefits paid
$3,666,422
Total expenses
$3,758,503
Net increase / (decrease)
$9,270,507
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages