How big is Jeffrey A. Bonney, CFP's plan?

Jeffrey A. Bonney, CFP's plan reported $986K in assets and 1 participants for 2022.

Original filing (PDF)20230418081044NAL0000522192001

Jeffrey A. Bonney, CFP

Name: Jeffrey A. Bonney, CFP — Jeffrey A. Bonney, CFP, Form 5500 (2022)
Creator: Jeffrey A. Bonney, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey A. Bonney, CFP 401(k) Plan

401(k) retirement plan · Jeffrey A. Bonney, CFP's Jeffrey A. Bonney, CFP 401(k) Plan held $986K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

People on this filing

Jeffrey Bonney signed Jeffrey A. Bonney, CFP's 2022 Form 5500 as plan administrator.

Jeffrey Bonney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey A. Bonney, CFP's EIN is 01-0503392.

EIN 01-0503392

Plan number 001

Plan year 2022

ACK ID 20230418081044NAL0000522192001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jeffrey A. Bonney, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jeffrey A. Bonney, CFP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY A. BONNEY, CFP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score