Bondhus Corporation 401(K) Plan And Trust — Form 5500 plan (Bondhus 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, Bondhus Corporation 401(K) Plan And Trust is a benefit plan reported by Bondhus Corporation under EIN 41-0943206 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $7,226,824 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bondhus Corporation
EIN
41-0943206
Plan number
002
Plan type
2
Location
Monticello, MN
Latest filing year
2023
Participants
183
End-of-year plan assets
$7,226,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20240808154704NAL0002916963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,226,824
Total liabilities (EOY)
$0
Net assets (EOY)
$7,226,824
Net assets (BOY)
$6,374,852

Income & contributions

Employer contributions
$0
Participant contributions
$403,277
Total contributions
$452,550
Total income / additions
$1,776,988

Expenses & distributions

Benefits paid
$891,695
Administrative expenses
$33,321
Total expenses
$925,016
Net increase / (decrease)
$851,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$21,839not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$9,876$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,606not reported in the loaded dataset2023

Related Form 5500 pages