Booth Patterson, P.C. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Booth Patterson, P.C.)
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, Booth Patterson, P.C. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Booth Patterson, P.C. under EIN 38-2993781 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $673,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Booth Patterson, P.C.
- EIN
- 38-2993781
- Plan number
- 001
- Plan type
- 2
- Location
- Waterford, MI
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $673,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240711134521NAL0016265761001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $673,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $673,082
- Net assets (BOY)
- $694,549
Income & contributions
- Employer contributions
- $2,247
- Participant contributions
- $3,114
- Total income / additions
- $132,243
Expenses & distributions
- Benefits paid
- $152,520
- Administrative expenses
- $1,190
- Total expenses
- $153,710
- Net increase / (decrease)
- -$21,467
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.