Bonacio Construction 401(K) Plan — Form 5500 plan (Bonacio Construction Co. Inc.)
Plain-English plan 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, Bonacio Construction 401(K) Plan is a benefit plan reported by Bonacio Construction Co. Inc. under EIN 14-1735519 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $10,408,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonacio Construction Co. Inc.
- EIN
- 14-1735519
- Plan number
- 001
- Plan type
- 2
- Location
- Saratoga Springs, NY
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $10,408,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241008123531NAL0016624529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,408,604
- Net assets (EOY)
- $10,408,604
- Net assets (BOY)
- $8,911,624
Income & contributions
- Employer contributions
- $400,863
- Participant contributions
- $1,052,029
- Total contributions
- $1,607,713
- Total income / additions
- $3,184,452
Expenses & distributions
- Benefits paid
- $1,624,220
- Administrative expenses
- $63,252
- Total expenses
- $1,687,472
- Net increase / (decrease)
- $1,496,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $31,910 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY-PLAN | $31,342 | not reported in the loaded dataset | 2023 |