2023 Form 5500 filing — Bond, Schoeneck & King Pllc 401k Savings 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 20241011083705NAL0021533969001) for Bond, Schoeneck & King Pllc 401k Savings Plan, reported by Bond, Schoeneck & King Pllc under EIN 27-0015651 and plan number 003. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083705NAL0021533969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bond, Schoeneck & King Pllc
- EIN
- 27-0015651
- Plan number
- 003
- Location
- Syracuse, NY
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,191,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $192,191,030
- Employer contributions
- $1,842,242
- Participant contributions
- $5,417,509
- Total income / additions
- $38,433,618
- Benefits paid
- $7,886,695
- Administrative expenses
- $89,118
- Total expenses
- $7,980,986
- Net increase / (decrease)
- $30,452,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $61,618 | $0 |
| Alesco Advisors LLC | NONE | $27,500 | $0 |