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, Bogart Associates Of Northern Virginia, LLC 401(K) Plan is a benefit plan reported by Bogart Associates Of Northern Virginia, LLC under EIN 43-2012065 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $41,456,390 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,456,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,456,390
- Net assets (BOY)
- $33,189,988
Income & contributions
- Employer contributions
- $2,019,592
- Participant contributions
- $3,654,553
- Total contributions
- $6,410,376
- Total income / additions
- $12,691,961
Expenses & distributions
- Benefits paid
- $4,316,518
- Administrative expenses
- $109,041
- Total expenses
- $4,425,559
- Net increase / (decrease)
- $8,266,402