Boniface-Hiers 401(K) Plan — Form 5500 plan (Boniface & Company, 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, Boniface-Hiers 401(K) Plan is a benefit plan reported by Boniface & Company, Inc. under EIN 59-2882249 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $10,292,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boniface & Company, Inc.
- EIN
- 59-2882249
- Plan number
- 001
- Plan type
- 2
- Location
- Melbourne, FL
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $10,292,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241120114814NAL0008350930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,292,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,292,714
- Net assets (BOY)
- $3,867,698
Income & contributions
- Employer contributions
- $129,195
- Participant contributions
- $537,133
- Total contributions
- $751,797
- Total income / additions
- $1,293,854
Expenses & distributions
- Benefits paid
- $128,970
- Administrative expenses
- $4,832
- Total expenses
- $133,802
- Net increase / (decrease)
- $1,160,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $3,880 | $0 | 2023 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $952 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boniface & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Melbourne, FL
- Sentry Life Insurance Company — Schedule C compensation
- Advus Financial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation