Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Frank M. Booth, 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, Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Frank M. Booth, Inc. under EIN 94-1257060 and plan number 001. The latest loaded filing year is 2023. The filing reports 97 participants and $15,483,536 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.5MPlan net assets, end of year$15,483,536
Participants97Covered participants reported
Assets / participant$159.6KComputed: assets ÷ participants$159,624 (computed)
Provider compensationNone reported
Plan sponsor
Frank M. Booth, Inc.
EIN
94-1257060
Plan number
001
Plan type
2
Location
Marysville, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202397I20240826172848NAL0019946034001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$278.2K
Participant$969.1K
Full reported line items

Net assets

Total assets (EOY)
$15,483,536
Total liabilities (EOY)
$0
Net assets (EOY)
$15,483,536
Net assets (BOY)
$14,542,631

Income & contributions

Employer contributions
$278,161
Participant contributions
$969,074
Total income / additions
$3,866,609

Expenses & distributions

Benefits paid
$2,869,653
Administrative expenses
$56,051
Total expenses
$2,925,704
Net increase / (decrease)
$940,905
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income74%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages