Bonacio Construction 401(K) Plan — Form 5500 plan (Bonacio Construction Co. 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, Bonacio Construction 401(K) Plan is a benefit plan reported by Bonacio Construction Co. Inc. under EIN 14-1735519 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $10,408,604 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.4MPlan net assets, end of year$10,408,604
Participants251Covered participants reported
Assets / participant$41.5KComputed: assets ÷ participants$41,469 (computed)
Provider compensation$63.3K2 Schedule C provider row(s)$63,252
- Plan sponsor
- Bonacio Construction Co. Inc.
- EIN
- 14-1735519
- Plan number
- 001
- Plan type
- 2
- Location
- Saratoga Springs, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241008123531NAL0016624529001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $10,408,604
- Net assets (EOY)
- $10,408,604
- Net assets (BOY)
- $8,911,624
Income & contributions
- Employer contributions
- $400,863
- Participant contributions
- $1,052,029
- Total contributions
- $1,607,713
- Total income / additions
- $3,184,452
Expenses & distributions
- Benefits paid
- $1,624,220
- Administrative expenses
- $63,252
- Total expenses
- $1,687,472
- Net increase / (decrease)
- $1,496,980
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $31,910 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY-PLAN | $31,342 | not reported in the loaded dataset | 2023 |