2023 Form 5500 filing — Bonsall, Manfredi & Associates, Pc Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240426214847NAL0014373170001) for Bonsall, Manfredi & Associates, Pc Profit Sharing Plan, reported by Bonsall, Manfredi & Associates, Pc under EIN 25-1677302 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240426214847NAL0014373170001
Filing year
2023
Form type
2
Plan sponsor
Bonsall, Manfredi & Associates, Pc
EIN
25-1677302
Plan number
001
Location
Carlisle, PA
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,627,854
Net assets (EOY)
$1,627,854
Total income / additions
$143,470
Benefits paid
$150,000
Administrative expenses
$4,130
Total expenses
$154,130
Net increase / (decrease)
-$10,660
Schedule source
Schedule I

Related Form 5500 pages