Bewley, Lasslebn & Miller Money Purchase Pension Plan — Form 5500 plan (Bewley, Lassleben & Miller, Llp)
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, Bewley, Lasslebn & Miller Money Purchase Pension Plan is a benefit plan reported by Bewley, Lassleben & Miller, Llp under EIN 95-2039611 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $12,191,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bewley, Lassleben & Miller, Llp
- EIN
- 95-2039611
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $12,191,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20241008150200NAL0008493971002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,191,908
- Net assets (EOY)
- $12,191,908
- Net assets (BOY)
- $10,771,396
Income & contributions
- Employer contributions
- $238,562
- Total income / additions
- $1,640,054
Expenses & distributions
- Benefits paid
- $193,071
- Total expenses
- $219,542
- Net increase / (decrease)
- $1,420,512
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.