JEFFREY A. BONNEY, CFP CASH BALANCE PENSION PLAN

[ EIN: 01-0503392 | Plan No. 002 ]

Form 5500 filing classifies JEFFREY A. BONNEY, CFP CASH BALANCE PENSION PLAN as a Defined Benefit plan, sponsored by JEFFREY A. BONNEY, CFP. The plan is a Small Plan with 1 participants and total assets of $162,962 reported for the 2022 plan year.

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Plan Sponsor: JEFFREY A. BONNEY, CFP

Location: 62 PORTLAND ROAD, KENNEBUNK, ME 04043

EIN: 010503392

Plan Number: 002

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 1

Total Assets: $162,962

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