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, Bonadio & Co., Llp 401(K) & Profit Sharing Plan is a benefit plan reported by Bonadio & Co., Llp under EIN 16-1131146 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,055 participants and $129,035,378 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,035,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,035,378
- Net assets (BOY)
- $106,342,399
Income & contributions
- Employer contributions
- $3,297,002
- Participant contributions
- $7,398,436
- Total contributions
- $11,176,044
- Total income / additions
- $29,375,651
Expenses & distributions
- Benefits paid
- $6,512,775
- Administrative expenses
- $169,897
- Total expenses
- $6,682,672
- Net increase / (decrease)
- $22,692,979