Bonnier LLC 401(K) Plan — Form 5500 plan (Bonnier LLC)
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, Bonnier LLC 401(K) Plan is a benefit plan reported by Bonnier LLC under EIN 98-0522510 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $29,559,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonnier LLC
- EIN
- 98-0522510
- Plan number
- 002
- Plan type
- 2
- Location
- Winter Park, FL
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $29,559,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20240917135132NAL0002991137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,559,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,559,084
- Net assets (BOY)
- $27,629,917
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $819,717
- Total contributions
- $831,182
- Total income / additions
- $5,405,869
Expenses & distributions
- Benefits paid
- $3,372,138
- Administrative expenses
- $104,564
- Total expenses
- $3,476,702
- Net increase / (decrease)
- $1,929,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,042 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $36,341 | not reported in the loaded dataset | 2023 |
| Mazars Usa Llp | ACCOUNTANT/AUDITOR | $26,520 | not reported in the loaded dataset | 2023 |