Bonita Springs Utilities, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bonita Springs Utilities, Inc.)
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, Bonita Springs Utilities, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bonita Springs Utilities, Inc. under EIN 59-1350003 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $14,159,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonita Springs Utilities, Inc.
- EIN
- 59-1350003
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $14,159,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241015153315NAL0050202064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,159,153
- Total liabilities (EOY)
- $3,223
- Net assets (EOY)
- $14,155,930
- Net assets (BOY)
- $11,535,247
Income & contributions
- Employer contributions
- $728,090
- Participant contributions
- $449,165
- Total contributions
- $1,177,255
- Total income / additions
- $2,980,135
Expenses & distributions
- Benefits paid
- $348,377
- Administrative expenses
- $11,075
- Total expenses
- $359,452
- Net increase / (decrease)
- $2,620,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $5,940 | $0 | 2023 |
| Pension Planners Inc. | TPA | $5,135 | $0 | 2023 |
| Raymond James Fin Serv Advisors Inc | FINANCIAL ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bonita Springs Utilities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bonita Springs, FL
- Newport Group, Inc. — Schedule C compensation
- Pension Planners Inc. — Schedule C compensation
- Raymond James Fin Serv Advisors Inc — Schedule C compensation