2023 Form 5500 filing — Bond Brothers, Inc. 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 20250807113744NAL0002148867001) for Bond Brothers, Inc. 401(K) Plan, reported by Bond Brothers, Inc. under EIN 04-2067762 and plan number 004. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250807113744NAL0002148867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bond Brothers, Inc.
- EIN
- 04-2067762
- Plan number
- 004
- Location
- Medford, MA
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,425,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,425,441
- Employer contributions
- $3,068,109
- Participant contributions
- $4,810,657
- Total income / additions
- $27,125,873
- Benefits paid
- $2,798,249
- Administrative expenses
- $204,913
- Total expenses
- $3,003,162
- Net increase / (decrease)
- $24,122,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $160,880 | not reported in the loaded dataset |
| Lincoln Investment Planning, Inc. | NONE | $44,028 | not reported in the loaded dataset |