2023 Form 5500 filing — Bonvenu Bancorp, Inc. Employee Stock Ownership 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 20241014105551NAL0014799955001) for Bonvenu Bancorp, Inc. Employee Stock Ownership Plan, reported by Bonvenu Bancorp, Inc. under EIN 72-1296111 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105551NAL0014799955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonvenu Bancorp, Inc.
- EIN
- 72-1296111
- Plan number
- 001
- Location
- Bossier City, LA
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,340,361
- Total liabilities (EOY)
- $6,040
- Net assets (EOY)
- $22,334,321
- Employer contributions
- $302,792
- Participant contributions
- $1,118,267
- Total income / additions
- $1,872,247
- Benefits paid
- $3,425,202
- Administrative expenses
- $95,926
- Total expenses
- $3,521,128
- Net increase / (decrease)
- -$1,648,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust | TRUSTEE | $74,341 | not reported in the loaded dataset |
| The Bva Group LLC | VALUATION APPRAISER | $13,450 | not reported in the loaded dataset |
| Futureplan | TPA | $5,959 | not reported in the loaded dataset |