2023 Form 5500 filing — Bourland Soben, Pllc 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 20241015152303NAL0016738323001) for Bourland Soben, Pllc 401(K) Profit Sharing Plan, reported by Bourland Soben, Pllc under EIN 26-3845124 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015152303NAL0016738323001
Filing year
2023
Form type
3
Plan sponsor
Bourland Soben, Pllc
EIN
26-3845124
Plan number
001
Location
Abilene, TX
Participants
65
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,364,619
Net assets (EOY)
$8,364,619
Employer contributions
$266,967
Participant contributions
$250,076
Total income / additions
$1,083,369
Benefits paid
$36,633
Administrative expenses
$73,611
Total expenses
$110,244
Net increase / (decrease)
$973,125
Schedule source
Schedule I

Related Form 5500 pages