2023 Form 5500 filing — Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521
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 20250410143150NAL0013188771001) for Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521, reported by Bonney Forge Corporation under EIN 23-2308673 and plan number 002. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410143150NAL0013188771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonney Forge Corporation
- EIN
- 23-2308673
- Plan number
- 002
- Location
- Mount Union, PA
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $963,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $963,411
- Total income / additions
- $988,370
- Benefits paid
- $16,003,319
- Administrative expenses
- $72,481
- Total expenses
- $16,075,800
- Net increase / (decrease)
- -$15,087,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $49,491 | not reported in the loaded dataset |
| Foster & Foster Inc | NONE | $22,710 | not reported in the loaded dataset |