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, Bober, Markey, Fedorovich & Company Thrift/Incentive Plan is a benefit plan reported by Bober, Markey, Fedorovich & Company under EIN 34-1523030 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $24,260,769 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,260,769
- Net assets (EOY)
- $24,260,769
- Net assets (BOY)
- $19,323,905
Income & contributions
- Employer contributions
- $365,296
- Participant contributions
- $1,268,480
- Total contributions
- $1,681,400
- Total income / additions
- $5,442,743
Expenses & distributions
- Benefits paid
- $448,580
- Administrative expenses
- $57,299
- Total expenses
- $505,879
- Net increase / (decrease)
- $4,936,864