How big is Bannick, LLC's plan?

Bannick, LLC's plan reported $225K in assets and 3 participants for 2023.

Original filing (PDF)20240916120323NAL0001439953001

Bannick, LLC

Name: Bannick, LLC — Bannick, LLC - 401(k), Form 5500 (2023)
Creator: Bannick, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bannick, LLC - 401(k)

401(k) retirement plan · Bannick, LLC's Bannick, LLC - 401(k) held $225K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Karen McQuoid signed Bannick, LLC's 2023 Form 5500 as plan administrator.

Karen McQuoid — 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

Bannick, LLC's EIN is 84-2028933.

EIN 84-2028933

Plan number 001

Plan year 2023

ACK ID 20240916120323NAL0001439953001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bannick, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Plan sponsor

Name

BANNICK, LLC

EIN

all filings

Address

850 W. 63RD STREET OCEAN · MARATHON, FL · 33050

Phone

(320) 630-5171

Industry

All Other Professional Services· Professional & Technical Services

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

2024-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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