Original filing (PDF)20250521163819NAL0001932211001

E.A. BONELLI AND ASSOCIATES, INC.

Name: E.A. BONELLI AND ASSOCIATES, INC. — E.A. BONELLI AND ASSOCIATES, INC. PROFIT SHARING/401K PLAN, Form 5500 (2024)
Creator: E.A. BONELLI AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

E.A. BONELLI AND ASSOCIATES, INC. PROFIT SHARING/401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

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 E.A. BONELLI AND ASSOCIATES, INC..

Plan sponsor

Name

E.A. BONELLI AND ASSOCIATES, INC.

EIN

94-3271093

Address

8450 EDES AVENUE · OAKLAND, CA · 946211306

Phone

(510) 740-0155

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE COMMITTEE

EIN

58-2465005

City

OAKLAND, CA

Phone

(510) 740-0155

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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