Original filing (PDF)20250710095835NAL0003972643001

BONAIRE INVESTOR GROUP

Name: BONAIRE INVESTOR GROUP — BONAIRE INVESTOR GROUP 401K, Form 5500 (2024)
Creator: BONAIRE INVESTOR GROUP

Form 5500-SF

FILING_RECEIVED

BONAIRE INVESTOR GROUP 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONAIRE INVESTOR GROUP.

Plan sponsor

Name

BONAIRE INVESTOR GROUP

EIN

20-4568162

Address

212 CHURCHILL HUBBARD RD · YOUNGSTOWN, OH · 44505

Phone

(330) 766-2102

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

NEW HORIZON BANK, N.A.

NEW HORIZON BANK 401(K) PLAN

$1.2M · 36 participants

POHLAD COMPANIES, LLC

POHLAD COMPANIES MEDICAL AND DENTAL PLAN

$1.2M · 1,158 participants

FIRST STATE BANK OF SAUK CENTRE

FIRST STATE BANK OF SAUK CENTRE EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 17 participants

STATE BANK OF TAUNTON

STATE BANK OF TAUNTON 401(K) PROFIT SHARING PLAN

$1.2M · 10 participants

FARMERS BUILDING AND SAVINGS BANK

FARMERS BLDG AND SAVINGS BANK PLAN