Bond, Schoeneck & King, Pllc Members Retirement Plan — Form 5500 plan (Bond, Schoeneck & King, Pllc)

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, Schoeneck & King, Pllc Members Retirement Plan is a benefit plan reported by Bond, Schoeneck & King, Pllc under EIN 27-0015651 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $106,528,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bond, Schoeneck & King, Pllc
EIN
27-0015651
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
189
End-of-year plan assets
$106,528,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241011083907NAL0021537137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,528,027
Total liabilities (EOY)
$0
Net assets (EOY)
$106,528,027
Net assets (BOY)
$97,478,411

Income & contributions

Employer contributions
$4,386,448
Total contributions
$4,386,448
Total income / additions
$18,075,028

Expenses & distributions

Benefits paid
$8,977,912
Administrative expenses
$47,500
Total expenses
$9,025,412
Net increase / (decrease)
$9,049,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$47,500$02023

Related Form 5500 pages