2023 Form 5500 filing — Bonney Forge Corp Deferred Profit Sharing 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 20240913101218NAL0016779568001) for Bonney Forge Corp Deferred Profit Sharing Plan, reported by Bonney Forge Corp under EIN 23-2308673 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913101218NAL0016779568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonney Forge Corp
- EIN
- 23-2308673
- Plan number
- 001
- Location
- Mount Union, PA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,066,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,066,823
- Employer contributions
- $412,339
- Participant contributions
- $914,484
- Total income / additions
- $4,201,316
- Benefits paid
- $1,894,166
- Administrative expenses
- $42,658
- Total expenses
- $1,936,824
- Net increase / (decrease)
- $2,264,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,366 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | ADVISOR | $18,292 | not reported in the loaded dataset |