Munro, Booth & Cutruzzola 401(K) Profit Sharing Plan — Form 5500 plan (Munro, Booth & Cutruzzola)
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, Munro, Booth & Cutruzzola 401(K) Profit Sharing Plan is a benefit plan reported by Munro, Booth & Cutruzzola under EIN 68-0415890 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,936,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munro, Booth & Cutruzzola
- EIN
- 68-0415890
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,936,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241008164357NAL0009904579001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,936,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,936,788
- Net assets (BOY)
- $5,945,269
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $895,621
Expenses & distributions
- Benefits paid
- $3,862,434
- Administrative expenses
- $8,132
- Total expenses
- $3,904,102
- Net increase / (decrease)
- -$3,008,481
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.