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, Bowen, Miclette & Britt Profit Sharing Plan is a benefit plan reported by Bowen, Miclette & Britt Insurance Agency, LLC under EIN 26-3860108 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $35,967,799 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,967,799
- Net assets (EOY)
- $35,967,799
- Net assets (BOY)
- $34,282,373
Income & contributions
- Employer contributions
- $745,053
- Participant contributions
- $1,931,509
- Total contributions
- $2,941,617
- Total income / additions
- $7,481,111
Expenses & distributions
- Benefits paid
- $5,752,774
- Administrative expenses
- $36,216
- Total expenses
- $5,795,685
- Net increase / (decrease)
- $1,685,426