Bogart Business Management, An Accountancy Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bogart Business Management, An Accountancy Corporation
  • Sponsor EIN: 954510522
  • Sponsor Address: 8383 WILSHIRE BLVD., SUITE 225, BEVERLY HILLS, CA, 902112425
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $223,861

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$223,861$0$0
20231$213,011$0$0
20221$203,469$0$0

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