Aw Bush & Associates Retirement Plan — Form 5500 plan (Aw Bush & Associates, Inc.)
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, Aw Bush & Associates Retirement Plan is a benefit plan reported by Aw Bush & Associates, Inc. under EIN 82-5189794 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $69,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aw Bush & Associates, Inc.
- EIN
- 82-5189794
- Plan number
- 001
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $69,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241010113709NAL0039882258001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $69,001
- Total liabilities (EOY)
- $404
- Net assets (EOY)
- $68,597
- Net assets (BOY)
- $53,918
Income & contributions
- Total income / additions
- $14,694
Expenses & distributions
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $14,679
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.