2023 Form 5500 filing — Bond Brothers, Inc. 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 20250807113744NAL0002148867001) for Bond Brothers, Inc. 401(K) Plan, reported by Bond Brothers, Inc. under EIN 04-2067762 and plan number 004. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250807113744NAL0002148867001
Filing year
2023
Form type
2
Plan sponsor
Bond Brothers, Inc.
EIN
04-2067762
Plan number
004
Location
Medford, MA
Participants
504
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$95,425,441
Total liabilities (EOY)
$0
Net assets (EOY)
$95,425,441
Employer contributions
$3,068,109
Participant contributions
$4,810,657
Total income / additions
$27,125,873
Benefits paid
$2,798,249
Administrative expenses
$204,913
Total expenses
$3,003,162
Net increase / (decrease)
$24,122,711
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$160,880not reported in the loaded dataset
Lincoln Investment Planning, Inc.NONE$44,028not reported in the loaded dataset

Related Form 5500 pages