401(k)
2022 plan-year 401(k) DOL Form 5500

Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bogin, Munns & Munns P.a. · Florida · Professional & Technical Services

What the 2023 filing shows

Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan holds $4M for 100 participants — about $44,014 per participant, down 19.3% over the 2022 plan year.

$4M
total plan assets (2022 EOY)
100
covered participants
$44,014
avg assets per participant
-19.3%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$4M
Participants
100
State
Industry
Professional & Technical Services

What the Filing Says About Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan

Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Bogin, Munns & Munns P.a., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 100 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 208753357, and the plan has been effective since 1991-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end — a decline of 19.3%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-1,051,016 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-1,051,016
Plan Type401(k)
Employer EIN208753357
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan holds $4M in total assets with 100 participants. It is sponsored by Bogin, Munns & Munns P.a..
What type of plan is Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan?
Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1991-08-01. The plan is filed with the U.S. Department of Labor under EIN 208753357.
Who sponsors the Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan?
Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan is sponsored by Bogin, Munns & Munns P.a., located in Florida. The sponsor's EIN is 208753357 and the plan operates in the Professional & Technical Services industry.
How did Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan perform in 2022?
Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan declined by 19.3% during 2022, moving from $5M to $4M in total assets. Net income was $-1,051,016.
Where can I find official filings for Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208753357 or plan name at efast.dol.gov.
How does Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan compare to other plans?
You can compare Bogin, Munns & Munns P.a. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 208753357.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.