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STEVEN BONVENTRE CPA PLLC — STEVEN BONVENTRE CPA PLLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250502092639NAL0006347104001
STEVEN BONVENTRE CPA PLLC
Form 5500-SF
FILING_RECEIVED
STEVEN BONVENTRE CPA PLLC 401K PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVEN BONVENTRE CPA PLLC
.
Find decision makers
Plan sponsor
Name
STEVEN BONVENTRE CPA PLLC
EIN
82-4138655
Address
107 E MAIN ST STE 201 · NORTHVILLE, MI · 481672682
Phone
(248) 308-3544
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
051
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-02
Pension benefit codes
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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