2023 Form 5500 filing — Bonita Springs Utilities, Inc. 401(K) 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 20241015153315NAL0050202064001) for Bonita Springs Utilities, Inc. 401(K) Profit Sharing Plan, reported by Bonita Springs Utilities, Inc. under EIN 59-1350003 and plan number 001. It reports 151 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)$14.2MReported net assets$14,155,930
Participants151
Provider compensation$11.1K3 Schedule C row(s)$11,075
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153315NAL0050202064001
- Plan sponsor
- Bonita Springs Utilities, Inc.
- EIN
- 59-1350003
- Plan number
- 001
- Location
- Bonita Springs, FL
- Received date
- not reported in the loaded dataset
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)$14.2M total assets
Net assets$14.2MLiabilities$3.2K
Full reported line items
- Total assets (EOY)
- $14,159,153
- Total liabilities (EOY)
- $3,223
- Net assets (EOY)
- $14,155,930
- Employer contributions
- $728,090
- Participant contributions
- $449,165
- Total income / additions
- $2,980,135
- Benefits paid
- $348,377
- Administrative expenses
- $11,075
- Total expenses
- $359,452
- Net increase / (decrease)
- $2,620,683
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $5,940 | $0 |
| Pension Planners Inc. | TPA | $5,135 | $0 |
| Raymond James Fin Serv Advisors Inc | FINANCIAL ADVISOR | $0 | $0 |