Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(K) Plan — Form 5500 plan (Flaherty, Sensabaugh & Bonasso, P.L.L.C)
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, Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(K) Plan is a benefit plan reported by Flaherty, Sensabaugh & Bonasso, P.L.L.C under EIN 55-0710558 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $49,573,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flaherty, Sensabaugh & Bonasso, P.L.L.C
- EIN
- 55-0710558
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $49,573,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241007094841NAL0030495778001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,573,523
- Net assets (EOY)
- $49,573,523
- Net assets (BOY)
- $42,240,515
Income & contributions
- Employer contributions
- $901,645
- Participant contributions
- $602,977
- Total contributions
- $1,599,954
- Total income / additions
- $9,582,779
Expenses & distributions
- Benefits paid
- $2,036,869
- Administrative expenses
- $212,902
- Total expenses
- $2,249,771
- Net increase / (decrease)
- $7,333,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mckinley Carter Trust Company | INVESTMENT MA NAGER | $85,683 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $52,436 | not reported in the loaded dataset | 2023 |
| Argent Trust Company, N.A | INVESTMENT MA NAGER | $46,203 | not reported in the loaded dataset | 2023 |
| Cerity Partners | INVESTMENT MA NAGER | $21,521 | not reported in the loaded dataset | 2023 |
| Matt Mathias | INVESTMENT MA NAGER | $13,297 | not reported in the loaded dataset | 2023 |
| Janney Mongtomery Scott | INVESTMENT MANAGER | $7,383 | not reported in the loaded dataset | 2023 |
| Gamble Jones Murphy Brent | INVESTMENT MANAGER | $6,624 | not reported in the loaded dataset | 2023 |
| Capital Group Retirment Plan Servic | RECORDKEEPER | $1,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flaherty, Sensabaugh & Bonasso, P.L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Mckinley Carter Trust Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Argent Trust Company, N.A — Schedule C compensation
- Cerity Partners — Schedule C compensation
- Matt Mathias — Schedule C compensation
- Janney Mongtomery Scott — Schedule C compensation
- Gamble Jones Murphy Brent — Schedule C compensation
- Capital Group Retirment Plan Servic — Schedule C compensation