Original filing (PDF)20240526124727NAL0008887217001

BONARI AND CO., CPA'S

Name: BONARI AND CO., CPA'S — BONARI AND CO., CPA'S 401(K) PLAN, Form 5500 (2023)
Creator: BONARI AND CO., CPA'S

Form 5500-SF

FILING_RECEIVED

BONARI AND CO., CPA'S 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 BONARI AND CO., CPA'S.

Plan sponsor

Name

BONARI AND CO., CPA'S

EIN

26-0020989

Address

3724 LAKESIDE DR., SUITE 201 · RENO, NV · 89509

Phone

(775) 322-5850

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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