2023 Form 5500 filing — Bonterra 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 20241015165508NAL0030414417001) for Bonterra 401(K) Plan, reported by Bonterra, LLC under EIN 47-3987257 and plan number 001. It reports 1,791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165508NAL0030414417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonterra, LLC
- EIN
- 47-3987257
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 1,791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,418,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,418,459
- Employer contributions
- $2,389,312
- Participant contributions
- $10,463,831
- Total income / additions
- $28,729,865
- Benefits paid
- $12,732,015
- Administrative expenses
- $127,429
- Total expenses
- $12,868,272
- Net increase / (decrease)
- $15,861,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | ADVISOR | $70,462 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $56,967 | $0 |