Plan5500

Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521 — Form 5500 plan (Bonney Forge Corporation)

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, Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521 is a benefit plan reported by Bonney Forge Corporation under EIN 23-2308673 and plan number 002. The latest loaded filing year is 2023. The filing reports 385 participants and $963,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bonney Forge Corporation
EIN
23-2308673
Plan number
002
Plan type
2
Location
Mount Union, PA
Latest filing year
2023
Participants
385
End-of-year plan assets
$963,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20250410143150NAL0013188771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$963,411
Total liabilities (EOY)
$0
Net assets (EOY)
$963,411
Net assets (BOY)
$16,050,841

Income & contributions

Total contributions
$0
Total income / additions
$988,370

Expenses & distributions

Benefits paid
$16,003,319
Administrative expenses
$72,481
Total expenses
$16,075,800
Net increase / (decrease)
-$15,087,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$49,491not reported in the loaded dataset2023
Foster & Foster IncNONE$22,710not reported in the loaded dataset2023

Related Form 5500 pages