Bumpy Oak Corp, Retirement Plan — Form 5500 plan (Bumpy Oak Corp)
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, Bumpy Oak Corp, Retirement Plan is a benefit plan reported by Bumpy Oak Corp under EIN 52-2154102 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $3,370,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bumpy Oak Corp
- EIN
- 52-2154102
- Plan number
- 002
- Plan type
- 2
- Location
- Waldorf, MD
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $3,370,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241015164926NAL0048994416001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,370,742
- Total liabilities (EOY)
- $23,710
- Net assets (EOY)
- $3,347,032
- Net assets (BOY)
- $3,152,004
Income & contributions
- Total income / additions
- $735,674
Expenses & distributions
- Benefits paid
- $87,050
- Total expenses
- $540,646
- Net increase / (decrease)
- $195,028
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.