Boatner & Pugh, LLC 401(K) And Profit-Sharing Plan — Form 5500 plan (Boatner & Pugh, LLC)
Plain-English plan 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, Boatner & Pugh, LLC 401(K) And Profit-Sharing Plan is a benefit plan reported by Boatner & Pugh, LLC under EIN 01-0732554 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $3,067,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boatner & Pugh, LLC
- EIN
- 01-0732554
- Plan number
- 001
- Plan type
- 2
- Location
- Gadsden, AL
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $3,067,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240514100008NAL0079969330001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,067,268
- Net assets (EOY)
- $3,067,268
- Net assets (BOY)
- $2,578,346
Income & contributions
- Employer contributions
- $50,003
- Participant contributions
- $105,005
- Total income / additions
- $650,551
Expenses & distributions
- Benefits paid
- $161,629
- Total expenses
- $161,629
- Net increase / (decrease)
- $488,922
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.