2023 Form 5500 filing — Bromfield Sneider Wealth Advisors, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708130740NAL0014094449001) for Bromfield Sneider Wealth Advisors, Inc. 401(K) Profit Sharing Plan, reported by Bromfield Sneider Wealth Advisors, Inc. under EIN 04-3584306 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240708130740NAL0014094449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bromfield Sneider Wealth Advisors, Inc.
- EIN
- 04-3584306
- Plan number
- 001
- Location
- Westwood, MA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,895,095
- Net assets (EOY)
- $5,895,095
- Employer contributions
- $95,045
- Participant contributions
- $69,000
- Total income / additions
- $1,089,808
- Benefits paid
- $209,767
- Administrative expenses
- $90
- Total expenses
- $209,857
- Net increase / (decrease)
- $879,951
- Schedule source
- Schedule I