Bonney Forge Corp Deferred Profit Sharing Plan For Bargaining Unit Employees — Form 5500 plan (Bonney Forge Corp)
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 Deferred Profit Sharing Plan For Bargaining Unit Employees is a benefit plan reported by Bonney Forge Corp under EIN 23-2308673 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $3,361,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonney Forge Corp
- EIN
- 23-2308673
- Plan number
- 003
- Plan type
- 2
- Location
- Mount Union, PA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $3,361,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240913101527NAL0016786272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,361,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,361,755
- Net assets (BOY)
- $2,922,709
Income & contributions
- Employer contributions
- $182,604
- Participant contributions
- $236,917
- Total contributions
- $419,521
- Total income / additions
- $871,157
Expenses & distributions
- Benefits paid
- $377,159
- Administrative expenses
- $11,093
- Total expenses
- $388,252
- Net increase / (decrease)
- $482,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,059 | $0 | 2023 |