Bond Clinic, P.A. Profit Sharing Plan — Form 5500 plan (Bond & Steele Clinic, P.A.)

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 Clinic, P.A. Profit Sharing Plan is a benefit plan reported by Bond & Steele Clinic, P.A. under EIN 59-1867898 and plan number 002. The latest loaded filing year is 2023. The filing reports 476 participants and $86,827,320 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bond & Steele Clinic, P.A.
EIN
59-1867898
Plan number
002
Plan type
2
Location
Winter Haven, FL
Latest filing year
2023
Participants
476
End-of-year plan assets
$86,827,320

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20250501150223NAL0007022418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,827,320
Total liabilities (EOY)
$0
Net assets (EOY)
$86,827,320
Net assets (BOY)
$76,181,182

Income & contributions

Employer contributions
$1,968,642
Participant contributions
$1,409,005
Total contributions
$3,377,647
Total income / additions
$17,437,725

Expenses & distributions

Benefits paid
$6,757,660
Administrative expenses
$11,418
Total expenses
$6,791,587
Net increase / (decrease)
$10,646,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialBROKER/ADVISO R$0$90,0092023
Empower Annuity Insurance CompanyRECORDKEEPER$15,406$02023

Related Form 5500 pages