Original filing (PDF)20250430081316NAL0001664129001

BOHNER AND COMPANY

Name: BOHNER AND COMPANY — BOHNER & COMPANY 401(K) PSP AND TRUST, Form 5500 (2024)
Creator: BOHNER AND COMPANY

Form 5500-SF

FILING_RECEIVED

BOHNER & COMPANY 401(K) PSP AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 BOHNER AND COMPANY.

Plan sponsor

Name

BOHNER AND COMPANY

EIN

30-0125503

Address

220 FIFTH AVE · 4TH FLOOR · NEW YORK, NY · 10001

Phone

(646) 442-8036

Industry

Professional & Technical Servicessee 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

2025-04-30

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

WALSH CONSULTING GROUP

WALSH CONSULTING GROUP 401(K) PLAN

$2.7M · 4 participants

CHARTER IMPACT, LLC

CHARTER IMPACT, LLC 401(K) PLAN

$2.7M · 97 participants

PINNACLE MANAGEMENT SYSTEMS, INC.

PINNACLE MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

$2.7M · 7 participants

CHASM PARTNERS, LLC

CHASM PARTNERS 401(K) RETIREMENT PLAN

$2.7M · 27 participants

STEPHEN R. BRAUND AND ASSOCIATES

STEPHEN R. BRAUND AND ASSOCIATES 401(K) PROFIT SHARING PLAN