Bonney Plumbing LLC 401(K) Profit Sharing Plan — Form 5500 plan (Bonney Plumbing LLC)
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 Plumbing LLC 401(K) Profit Sharing Plan is a benefit plan reported by Bonney Plumbing LLC under EIN 46-1259484 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $5,059,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonney Plumbing LLC
- EIN
- 46-1259484
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Cordova, CA
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $5,059,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20250203075514NAL0006791169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,059,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,059,671
- Net assets (BOY)
- $3,437,368
Income & contributions
- Employer contributions
- $405,687
- Participant contributions
- $828,346
- Total contributions
- $1,532,668
- Total income / additions
- $2,246,705
Expenses & distributions
- Benefits paid
- $576,354
- Administrative expenses
- $22,247
- Total expenses
- $624,402
- Net increase / (decrease)
- $1,622,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,453 | $0 | 2023 |
| Cetera Advisors LLC | INVESTMENT ADVISOR | $8,428 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMI ADMINISTRA | $6,100 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | OTHER | $0 | $1,844 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bonney Plumbing LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Cordova, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Cetera Advisors LLC — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Ascensus Inc — Schedule C compensation