Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Donald G. Bohning & Associates, 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, Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Donald G. Bohning & Associates, Inc. under EIN 34-1150973 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $6,991,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donald G. Bohning & Associates, Inc.
- EIN
- 34-1150973
- Plan number
- 001
- Plan type
- 2
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $6,991,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20250228073717NAL0000610353001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,991,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,991,912
- Net assets (BOY)
- $5,551,912
Income & contributions
- Employer contributions
- $438,123
- Participant contributions
- $32,229
- Total income / additions
- $1,443,644
Expenses & distributions
- Benefits paid
- $19,060
- Administrative expenses
- -$15,416
- Total expenses
- $3,644
- Net increase / (decrease)
- $1,440,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.