Boursa Investment Advisors Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Boursa Investment 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, Boursa Investment Advisors Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Boursa Investment Advisors Inc under EIN 27-1403756 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $2,417,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boursa Investment Advisors Inc
- EIN
- 27-1403756
- Plan number
- 001
- Plan type
- 2
- Location
- Chula Vista, CA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $2,417,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241015191041NAL0029460241001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,417,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,417,848
- Net assets (BOY)
- $1,312,341
Income & contributions
- Employer contributions
- $5,543
- Participant contributions
- $35,718
- Total income / additions
- $1,139,103
Expenses & distributions
- Benefits paid
- $33,394
- Administrative expenses
- $202
- Total expenses
- $33,596
- Net increase / (decrease)
- $1,105,507
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.