Bonney Forge Corp Deferred Profit Sharing Plan — Form 5500 plan (Bonney Forge Corp)
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, Bonney Forge Corp Deferred Profit Sharing Plan is a benefit plan reported by Bonney Forge Corp under EIN 23-2308673 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $20,066,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonney Forge Corp
- EIN
- 23-2308673
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Union, PA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $20,066,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240913101218NAL0016779568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,066,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,066,823
- Net assets (BOY)
- $17,758,472
Income & contributions
- Employer contributions
- $412,339
- Participant contributions
- $914,484
- Total contributions
- $1,564,668
- Total income / additions
- $4,201,316
Expenses & distributions
- Benefits paid
- $1,894,166
- Administrative expenses
- $42,658
- Total expenses
- $1,936,824
- Net increase / (decrease)
- $2,264,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,366 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | ADVISOR | $18,292 | not reported in the loaded dataset | 2023 |