2023 Form 5500 filing — Bowen, Miclette & Britt 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 20241002151930NAL0004160979001) for Bowen, Miclette & Britt Profit Sharing Plan, reported by Bowen, Miclette & Britt Insurance Agency, LLC under EIN 26-3860108 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002151930NAL0004160979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowen, Miclette & Britt Insurance Agency, LLC
- EIN
- 26-3860108
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,967,799
- Net assets (EOY)
- $35,967,799
- Employer contributions
- $745,053
- Participant contributions
- $1,931,509
- Total income / additions
- $7,481,111
- Benefits paid
- $5,752,774
- Administrative expenses
- $36,216
- Total expenses
- $5,795,685
- Net increase / (decrease)
- $1,685,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $36,546 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $18,141 | $0 |