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, Bonterra 401(K) Plan is a benefit plan reported by Bonterra, LLC under EIN 47-3987257 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,791 participants and $83,418,459 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,418,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,418,459
- Net assets (BOY)
- $66,888,575
Income & contributions
- Employer contributions
- $2,389,312
- Participant contributions
- $10,463,831
- Total contributions
- $15,872,123
- Total income / additions
- $28,729,865
Expenses & distributions
- Benefits paid
- $12,732,015
- Administrative expenses
- $127,429
- Total expenses
- $12,868,272
- Net increase / (decrease)
- $15,861,593