How big is Bonner & Smith, LLC's plan?

Bonner & Smith, LLC's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250721145622NAL0003474354001

Bonner & Smith, LLC

Name: Bonner & Smith, LLC — Bonner & Smith, LLC Cash, Form 5500 (2024)
Creator: Bonner & Smith, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bonner & Smith, LLC Cash Balance Pension Plan and Trust

Defined-benefit pension plan · Bonner & Smith, LLC's Bonner & Smith, LLC Cash Balance Pension Plan and Trust held $2.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Susan D Smith signed Bonner & Smith, LLC's 2024 Form 5500 as plan administrator.

Susan D Smith — 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

Bonner & Smith, LLC's EIN is 20-8009955.

EIN 20-8009955

Plan number 002

Plan year 2024

ACK ID 20250721145622NAL0003474354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bonner & Smith, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bonner & Smith, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONNER & SMITH, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score