Plan5500

Low & Bonar Inc. Hourly Retirement Plan — Form 5500 plan (Low & 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 & Bonar Inc. Hourly Retirement Plan is a benefit plan reported by Low & Bonar Inc. under EIN 20-0411022 and plan number 002. The latest loaded filing year is 2023. The filing reports 112 participants and $5,980,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Low & Bonar Inc.
EIN
20-0411022
Plan number
002
Plan type
2
Location
Enka, NC
Latest filing year
2023
Participants
112
End-of-year plan assets
$5,980,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20250415110719NAL0005479680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,980,726
Total liabilities (EOY)
$0
Net assets (EOY)
$5,980,726
Net assets (BOY)
$5,460,766

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,053,321

Expenses & distributions

Benefits paid
$492,030
Administrative expenses
$41,331
Total expenses
$533,361
Net increase / (decrease)
$519,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reliance Trust CompanyNONE$41,010not reported in the loaded dataset2023

Related Form 5500 pages