2023 Form 5500 filing — Bonnier LLC 401(K) 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 20240917135132NAL0002991137001) for Bonnier LLC 401(K) Plan, reported by Bonnier LLC under EIN 98-0522510 and plan number 002. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917135132NAL0002991137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonnier LLC
- EIN
- 98-0522510
- Plan number
- 002
- Location
- Winter Park, FL
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,559,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,559,084
- Employer contributions
- $0
- Participant contributions
- $819,717
- Total income / additions
- $5,405,869
- Benefits paid
- $3,372,138
- Administrative expenses
- $104,564
- Total expenses
- $3,476,702
- Net increase / (decrease)
- $1,929,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,042 | $0 |
| Creative Planning LLC | ADVISOR | $36,341 | not reported in the loaded dataset |
| Mazars Usa Llp | ACCOUNTANT/AUDITOR | $26,520 | not reported in the loaded dataset |