2023 Form 5500 filing — Bond Clinic, P.A. 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 20250501150223NAL0007022418001) for Bond Clinic, P.A. Profit Sharing Plan, reported by Bond & Steele Clinic, P.A. under EIN 59-1867898 and plan number 002. It reports 476 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)$86.8MReported net assets$86,827,320
Participants476
Provider compensation$105.4K2 Schedule C row(s)$105,415
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250501150223NAL0007022418001
- Plan sponsor
- Bond & Steele Clinic, P.A.
- EIN
- 59-1867898
- Plan number
- 002
- Location
- Winter Haven, 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)$86.8M total assets
Net assets$86.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $86,827,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,827,320
- Employer contributions
- $1,968,642
- Participant contributions
- $1,409,005
- Total income / additions
- $17,437,725
- Benefits paid
- $6,757,660
- Administrative expenses
- $11,418
- Total expenses
- $6,791,587
- Net increase / (decrease)
- $10,646,138
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | BROKER/ADVISO R | $0 | $90,009 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,406 | $0 |