2023 Form 5500 filing — Bonhams & Butterfields 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 20240926104137NAL0000343699001) for Bonhams & Butterfields 401(K) Plan, reported by Bonhams & Butterfields Auctioneers Corporation under EIN 94-1719097 and plan number 001. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.4MReported net assets$32,401,862
Participants391
Provider compensation$81.5K2 Schedule C row(s)$81,512
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926104137NAL0000343699001
Plan sponsor
Bonhams & Butterfields Auctioneers Corporation
EIN
94-1719097
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.4M total assets
Net assets$32.4MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$601.3K
Participant$1.8M
Full reported line items
Total assets (EOY)
$32,401,862
Total liabilities (EOY)
$0
Net assets (EOY)
$32,401,862
Employer contributions
$601,301
Participant contributions
$1,790,503
Total income / additions
$7,812,487
Benefits paid
$3,946,858
Administrative expenses
$81,512
Total expenses
$4,036,575
Net increase / (decrease)
$3,775,912
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $62.6K
  2. 2
    RECORDKEEPER · Direct $18.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926104137NAL0000343699001 cover?
It is the 2023 Form 5500 filing for Bonhams & Butterfields 401(K) Plan, reported by Bonhams & Butterfields Auctioneers Corporation (EIN 94-1719097).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages