How big is David Bonifas Insurance's plan?

David Bonifas Insurance's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250814142105NAL0005452691001

David Bonifas Insurance

Name: David Bonifas Insurance — David Bonifas Insurance, Form 5500 (2024)
Creator: David Bonifas Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Bonifas Insurance 401(k) Plan

401(k) retirement plan · David Bonifas Insurance's David Bonifas Insurance 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

David Bonifas Insurance's EIN is 34-1620733.

EIN 34-1620733

Plan number 001

Plan year 2024

ACK ID 20250814142105NAL0005452691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Bonifas Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Bonifas Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DAVID BONIFAS INSURANCE

EIN

all filings

Address

950 MAIN AVE · SUITE 600 · CLEVELAND, OH · 44113

Phone

(216) 241-5840

Industry

Finance & Insurance

Plan administrator