2023 Form 5500 filing — Bond, Mcdonald & Lehman, P.C. Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702093759NAL0009914754001) for Bond, Mcdonald & Lehman, P.C. Pension Plan, reported by Bond, Mcdonald And Lehman, P.C. under EIN 16-1365111 and plan number 002. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240702093759NAL0009914754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bond, Mcdonald And Lehman, P.C.
- EIN
- 16-1365111
- Plan number
- 002
- Location
- Geneva, NY
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,217,238
- Net assets (EOY)
- $1,217,238
- Total income / additions
- $178,352
- Benefits paid
- $3,320,809
- Total expenses
- $3,320,809
- Net increase / (decrease)
- -$3,142,457
- Schedule source
- Schedule I