Bond, Mcdonald & Lehman, P.C. Pension Plan — Form 5500 plan (Bond, Mcdonald And Lehman, P.C.)
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, Bond, Mcdonald & Lehman, P.C. Pension Plan is a benefit plan reported by Bond, Mcdonald And Lehman, P.C. under EIN 16-1365111 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $1,217,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bond, Mcdonald And Lehman, P.C.
- EIN
- 16-1365111
- Plan number
- 002
- Plan type
- 2
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $1,217,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240702093759NAL0009914754001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,217,238
- Net assets (EOY)
- $1,217,238
- Net assets (BOY)
- $4,359,695
Income & contributions
- Total income / additions
- $178,352
Expenses & distributions
- Benefits paid
- $3,320,809
- Total expenses
- $3,320,809
- Net increase / (decrease)
- -$3,142,457
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.