2023 Form 5500 filing — Bonney Plumbing LLC 401(K) 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 20250203075514NAL0006791169001) for Bonney Plumbing LLC 401(K) Profit Sharing Plan, reported by Bonney Plumbing LLC under EIN 46-1259484 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203075514NAL0006791169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonney Plumbing LLC
- EIN
- 46-1259484
- Plan number
- 001
- Location
- Rancho Cordova, CA
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,059,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,059,671
- Employer contributions
- $405,687
- Participant contributions
- $828,346
- Total income / additions
- $2,246,705
- Benefits paid
- $576,354
- Administrative expenses
- $22,247
- Total expenses
- $624,402
- Net increase / (decrease)
- $1,622,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,453 | $0 |
| Cetera Advisors LLC | INVESTMENT ADVISOR | $8,428 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMI ADMINISTRA | $6,100 | not reported in the loaded dataset |
| Ascensus Inc | OTHER | $0 | $1,844 |