2023 Form 5500 filing — Kenneth E. Boone Wealth Management 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 20240819115935NAL0002550736001) for Kenneth E. Boone Wealth Management Profit Sharing Plan, reported by Kenneth E. Boone Wealth Management under EIN 77-0107676 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240819115935NAL0002550736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenneth E. Boone Wealth Management
- EIN
- 77-0107676
- Plan number
- 002
- Location
- Oakdale, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $260,253
- Net assets (EOY)
- $260,253
- Total income / additions
- $18,838
- Administrative expenses
- $2,089
- Total expenses
- $2,089
- Net increase / (decrease)
- $16,749
- Schedule source
- Schedule I