How big is Boothe Investment Group, Inc.'s plan?

Boothe Investment Group, Inc.'s plan reported $566K in assets and 6 participants for 2024.

Original filing (PDF)20250725084114NAL0016418306001

Boothe Investment Group, Inc.

Name: Boothe Investment Group, Inc. — Boothe Investment, Form 5500 (2024)
Creator: Boothe Investment Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boothe Investment Group, Inc. 401(k) Plan

401(k) retirement plan · Boothe Investment Group, Inc.'s Boothe Investment Group, Inc. 401(k) Plan held $566K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

Plan identifiers

Boothe Investment Group, Inc.'s EIN is 20-3031686.

EIN 20-3031686

Plan number 001

Plan year 2024

ACK ID 20250725084114NAL0016418306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boothe Investment Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boothe Investment Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOOTHE INVESTMENT GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score