2023 Form 5500 filing — Bonacio Construction 401(K) 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 20241008123531NAL0016624529001) for Bonacio Construction 401(K) Plan, reported by Bonacio Construction Co. Inc. under EIN 14-1735519 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008123531NAL0016624529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonacio Construction Co. Inc.
- EIN
- 14-1735519
- Plan number
- 001
- Location
- Saratoga Springs, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,408,604
- Net assets (EOY)
- $10,408,604
- Employer contributions
- $400,863
- Participant contributions
- $1,052,029
- Total income / additions
- $3,184,452
- Benefits paid
- $1,624,220
- Administrative expenses
- $63,252
- Total expenses
- $1,687,472
- Net increase / (decrease)
- $1,496,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $31,910 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY-PLAN | $31,342 | not reported in the loaded dataset |