Bromfield Sneider Wealth Advisors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bromfield Sneider Wealth Advisors, Inc.)
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, Bromfield Sneider Wealth Advisors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bromfield Sneider Wealth Advisors, Inc. under EIN 04-3584306 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $5,895,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bromfield Sneider Wealth Advisors, Inc.
- EIN
- 04-3584306
- Plan number
- 001
- Plan type
- 2
- Location
- Westwood, MA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $5,895,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240708130740NAL0014094449001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,895,095
- Net assets (EOY)
- $5,895,095
- Net assets (BOY)
- $5,015,144
Income & contributions
- Employer contributions
- $95,045
- Participant contributions
- $69,000
- Total income / additions
- $1,089,808
Expenses & distributions
- Benefits paid
- $209,767
- Administrative expenses
- $90
- Total expenses
- $209,857
- Net increase / (decrease)
- $879,951
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.