Bonvenu Bancorp, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bonvenu Bancorp, 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, Bonvenu Bancorp, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bonvenu Bancorp, Inc. under EIN 72-1296111 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $22,340,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bonvenu Bancorp, Inc.
EIN
72-1296111
Plan number
001
Plan type
2
Location
Bossier City, LA
Latest filing year
2023
Participants
287
End-of-year plan assets
$22,340,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20241014105551NAL0014799955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,340,361
Total liabilities (EOY)
$6,040
Net assets (EOY)
$22,334,321
Net assets (BOY)
$23,983,202

Income & contributions

Employer contributions
$302,792
Participant contributions
$1,118,267
Total contributions
$1,421,059
Total income / additions
$1,872,247

Expenses & distributions

Benefits paid
$3,425,202
Administrative expenses
$95,926
Total expenses
$3,521,128
Net increase / (decrease)
-$1,648,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argent TrustTRUSTEE$74,341not reported in the loaded dataset2023
The Bva Group LLCVALUATION APPRAISER$13,450not reported in the loaded dataset2023
FutureplanTPA$5,959not reported in the loaded dataset2023

Related Form 5500 pages