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, Bundy Associates Retirement Plan is a benefit plan reported by Russell T. Bundy Associates, Inc. under EIN 23-1670915 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $49,369,962 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,369,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,369,962
- Net assets (BOY)
- $47,843,735
Income & contributions
- Employer contributions
- $1,708,453
- Participant contributions
- $2,546,259
- Total contributions
- $4,256,821
- Total income / additions
- $12,501,845
Expenses & distributions
- Benefits paid
- $5,154,125
- Administrative expenses
- $121,936
- Total expenses
- $5,334,842
- Net increase / (decrease)
- $7,167,003