Jeffrey A. Bonney, CFP (EIN 01-0503392) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Jeffrey A. Bonney, CFP 401(k) Plan | 001 | 1 | $986K |
| Jeffrey A. Bonney, CFP Cash Balance Pension Plan | 002 | 1 | $163K |
01-0503392 is the Employer Identification Number (EIN) Jeffrey A. Bonney, CFP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Maine EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
