Kenneth E. Boone Wealth Management Profit Sharing Plan — Form 5500 plan (Kenneth E. Boone Wealth Management)
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, Kenneth E. Boone Wealth Management Profit Sharing Plan is a benefit plan reported by Kenneth E. Boone Wealth Management under EIN 77-0107676 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $260,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenneth E. Boone Wealth Management
- EIN
- 77-0107676
- Plan number
- 002
- Plan type
- 2
- Location
- Oakdale, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $260,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240819115935NAL0002550736001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $260,253
- Net assets (EOY)
- $260,253
- Net assets (BOY)
- $243,504
Income & contributions
- Total income / additions
- $18,838
Expenses & distributions
- Administrative expenses
- $2,089
- Total expenses
- $2,089
- Net increase / (decrease)
- $16,749
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.