Plan5500

Bond Brothers, Inc. 401(K) Plan — Form 5500 plan (Bond Brothers, Inc.)

Plain-English plan 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, Bond Brothers, Inc. 401(K) Plan is a benefit plan reported by Bond Brothers, Inc. under EIN 04-2067762 and plan number 004. The latest loaded filing year is 2023. The filing reports 504 participants and $95,425,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bond Brothers, Inc.
EIN
04-2067762
Plan number
004
Plan type
2
Location
Medford, MA
Latest filing year
2023
Participants
504
End-of-year plan assets
$95,425,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20250807113744NAL0002148867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,425,441
Total liabilities (EOY)
$0
Net assets (EOY)
$95,425,441
Net assets (BOY)
$71,302,730

Income & contributions

Employer contributions
$3,068,109
Participant contributions
$4,810,657
Total contributions
$8,209,564
Total income / additions
$27,125,873

Expenses & distributions

Benefits paid
$2,798,249
Administrative expenses
$204,913
Total expenses
$3,003,162
Net increase / (decrease)
$24,122,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$160,880not reported in the loaded dataset2023
Lincoln Investment Planning, Inc.NONE$44,028not reported in the loaded dataset2023

Related Form 5500 pages