How many benefit plans does Bogart Associates Of Northern Va, LLC report on Form 5500?

Bogart Associates Of Northern Va, LLC (EIN 43-2012065) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bogart Associates Of Northern Va, LLC?

The Employer Identification Number (EIN) reported for Bogart Associates Of Northern Va, LLC is 43-2012065.

What is the latest Form 5500 filing year for Bogart Associates Of Northern Va, LLC?

The latest loaded Form 5500 filing year for Bogart Associates Of Northern Va, LLC is 2023.

Bogart Associates Of Northern Va, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bogart Associates Of Northern Va, LLC (EIN 43-2012065) is a plan sponsor located in Reston, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 43-2012065
Location: Reston, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $41,456,390
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $41,456,390

Contributions & income

Employer contributions: $2,019,592
Participant contributions: $3,654,553
Total income / additions: $12,691,961

Expenses & distributions

Benefits paid / distributions: $4,316,518
Total expenses: $4,425,559
Net increase / (decrease): $8,266,402

Coverage

Total reported participants: 595
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bogart Associates Of Northern Va, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bogart Associates Of Northern Virginia, LLC 401(K) Plan	001	346	$41,456,390	2023
Bogart Associates Of Northern Va, LLC Health And Welfare Plan	501	249	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bogart Associates Of Northern Va, LLC
Year	Plan	Participants	Schedules	Filing
2023	Bogart Associates Of Northern Va, LLC Health And Welfare Plan	249	—	20240729155114NAL0012684787001
2023	Bogart Associates Of Northern Virginia, LLC 401(K) Plan	346	H, C	20240905100739NAL0020897025001