How big is Bannick LLC's plan?

Bannick LLC's plan reported $659K in assets and 1 participants for 2023.

Original filing (PDF)20241010073114NAL0020640017001

Bannick LLC

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

Form 5500-SF

FILING_RECEIVED

Bannick Retirement Plan

Defined-benefit pension plan · Bannick LLC's Bannick Retirement Plan held $659K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan identifiers

Bannick LLC's EIN is 84-2028933.

EIN 84-2028933

Plan number 002

Plan year 2023

ACK ID 20241010073114NAL0020640017001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BANNICK LLC

EIN

all filings

Address

850 W. 63RD STREET · 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

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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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