Bonfiglioli Usa Retirement Plan — Form 5500 plan (Bonfiglioli Usa)
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, Bonfiglioli Usa Retirement Plan is a benefit plan reported by Bonfiglioli Usa under EIN 98-0345059 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $10,564,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonfiglioli Usa
- EIN
- 98-0345059
- Plan number
- 001
- Plan type
- 2
- Location
- Hebron, KY
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $10,564,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241014142448NAL0027552785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,564,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,564,673
- Net assets (BOY)
- $8,513,818
Income & contributions
- Employer contributions
- $487,929
- Participant contributions
- $931,217
- Total contributions
- $1,499,938
- Total income / additions
- $3,186,242
Expenses & distributions
- Benefits paid
- $1,104,773
- Administrative expenses
- $30,614
- Total expenses
- $1,135,387
- Net increase / (decrease)
- $2,050,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,788 | $0 | 2023 |
| Pnc Bank Na | INVESTMENT ADVISOR | $11,817 | not reported in the loaded dataset | 2023 |
| Horan Securities Inc | OTHER | $1,009 | not reported in the loaded dataset | 2023 |