Low And Bonar Union 401(K) Plan — Form 5500 plan (Low And Bonar, 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, Low And Bonar Union 401(K) Plan is a benefit plan reported by Low And Bonar, Inc. under EIN 20-0411022 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Low And Bonar, Inc.
EIN
20-0411022
Plan number
001
Plan type
2
Location
Enka, NC
Latest filing year
2023
Participants
141
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20250305075331NAL0016798626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$4,354,924

Income & contributions

Employer contributions
$383,563
Participant contributions
$214,713
Total contributions
$615,913
Total income / additions
$1,415,485

Expenses & distributions

Benefits paid
$529,199
Administrative expenses
$9,120
Total expenses
$539,521
Net increase / (decrease)
$875,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,336$02023

Related Form 5500 pages