Bonitz, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bonitz, Inc. (EIN 57-0835835) is a plan sponsor located in Columbia, SC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
57-0835835
Location
Columbia, SC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bonitz, Inc.

  • 3 loaded plans hold $81.3M in reported assets.
  • The largest, Bonitz, Inc. Employee Stock Ownership Plan, holds 76% of this company's reported plan assets.
  • Plans cover 1,392 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.3MSummed across loaded plans$81,295,047
Total reported assets$81.3M$81,295,047
Total reported participants1.4K1,392
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$81.3M total assets
Net assets$81.3MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$1.3M
Total income / additions$23.6M
Expenses & distributions
Benefits paid / distributions$7.5M
Total expenses$7.7M
Net increase / (decrease)$15.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets76%Bonitz, Inc. Employee Stock Ownership Plan
Participants per plan464Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 631 participants · 2023
  2. 2
    Plan #002 · 438 participants · 2023
  3. 3
    Bonitz, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 323 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bonitz, Inc.. Open one for its full reported snapshot.

  1. 2023
    Bonitz, Inc. Employee Benefit Plan323 participants · 2No schedules
    View filing →
  2. 2023
    Bonitz, Inc. Employee Stock Ownership Plan631 participants · 2Sch H
    View filing →
  3. 2023
    Bonitz, Inc. 401(K) Retirement Savings Plan438 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bonitz, Inc. report on Form 5500?
Bonitz, Inc. (EIN 57-0835835) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bonitz, Inc.?
The Employer Identification Number (EIN) reported for Bonitz, Inc. is 57-0835835.
What is the latest Form 5500 filing year for Bonitz, Inc.?
The latest loaded Form 5500 filing year for Bonitz, Inc. is 2023.

Related Form 5500 pages