Bourland Soben, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Bourland Soben, Pllc)
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, Bourland Soben, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Bourland Soben, Pllc under EIN 26-3845124 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $8,364,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bourland Soben, Pllc
- EIN
- 26-3845124
- Plan number
- 001
- Plan type
- 3
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $8,364,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20241015152303NAL0016738323001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,364,619
- Net assets (EOY)
- $8,364,619
- Net assets (BOY)
- $7,391,494
Income & contributions
- Employer contributions
- $266,967
- Participant contributions
- $250,076
- Total income / additions
- $1,083,369
Expenses & distributions
- Benefits paid
- $36,633
- Administrative expenses
- $73,611
- Total expenses
- $110,244
- Net increase / (decrease)
- $973,125
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.