Bonsall, Manfredi & Associates, Pc Profit Sharing Plan — Form 5500 plan (Bonsall, Manfredi & Associates, Pc)
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, Bonsall, Manfredi & Associates, Pc Profit Sharing Plan is a benefit plan reported by Bonsall, Manfredi & Associates, Pc under EIN 25-1677302 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,627,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonsall, Manfredi & Associates, Pc
- EIN
- 25-1677302
- Plan number
- 001
- Plan type
- 2
- Location
- Carlisle, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,627,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240426214847NAL0014373170001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,627,854
- Net assets (EOY)
- $1,627,854
- Net assets (BOY)
- $1,638,514
Income & contributions
- Total income / additions
- $143,470
Expenses & distributions
- Benefits paid
- $150,000
- Administrative expenses
- $4,130
- Total expenses
- $154,130
- Net increase / (decrease)
- -$10,660
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.