2023 Form 5500 filing — Aw Bush & Associates Retirement 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 20241010113709NAL0039882258001) for Aw Bush & Associates Retirement Plan, reported by Aw Bush & Associates, Inc. under EIN 82-5189794 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010113709NAL0039882258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aw Bush & Associates, Inc.
- EIN
- 82-5189794
- Plan number
- 001
- Location
- Klamath Falls, OR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,001
- Total liabilities (EOY)
- $404
- Net assets (EOY)
- $68,597
- Total income / additions
- $14,694
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $14,679
- Schedule source
- Schedule I