Bond, Schoeneck & King Pllc 401k Savings Plan — Form 5500 plan (Bond, Schoeneck & King Pllc)

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, Bond, Schoeneck & King Pllc 401k Savings Plan is a benefit plan reported by Bond, Schoeneck & King Pllc under EIN 27-0015651 and plan number 003. The latest loaded filing year is 2023. The filing reports 706 participants and $192,191,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bond, Schoeneck & King Pllc
EIN
27-0015651
Plan number
003
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
706
End-of-year plan assets
$192,191,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023706H, C20241011083705NAL0021533969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$192,191,030
Total liabilities (EOY)
$0
Net assets (EOY)
$192,191,030
Net assets (BOY)
$161,738,398

Income & contributions

Employer contributions
$1,842,242
Participant contributions
$5,417,509
Total contributions
$9,295,197
Total income / additions
$38,433,618

Expenses & distributions

Benefits paid
$7,886,695
Administrative expenses
$89,118
Total expenses
$7,980,986
Net increase / (decrease)
$30,452,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$61,618$02023
Alesco Advisors LLCNONE$27,500$02023

Related Form 5500 pages