Civic Intelligence

Bonus Specialty II Inc.

Plan context: BONUS SPECIALTY II CASH BALANCE PENSION PLAN

EIN 64-0906735 • Loudon, TN • 22 filings • 2 plans

109 Sunali LaneLoudon, TN 37774
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,792,288

2024 Contributions

$156,842

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,792,288$1,396,144$0201420192024YearValue
$2,792,288Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201420192024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202424$2,792,288$156,842$39,211iApproximate average salary by contribution assumption: employee only about $980,263 at 4% or $653,508 at 6%; with 50% employer match about $653,508 at 4% or $435,672 at 6%; with 100% employer match about $490,131 at 4% or $326,754 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$1,716,874$60,888$15,222iApproximate average salary by contribution assumption: employee only about $380,550 at 4% or $253,700 at 6%; with 50% employer match about $253,700 at 4% or $169,133 at 6%; with 100% employer match about $190,275 at 4% or $126,850 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$1,075,414$95,954$23,989iApproximate average salary by contribution assumption: employee only about $599,713 at 4% or $399,808 at 6%; with 50% employer match about $399,808 at 4% or $266,539 at 6%; with 100% employer match about $299,856 at 4% or $199,904 at 6%.
202324$2,609,440$164,039$41,010iApproximate average salary by contribution assumption: employee only about $1,025,244 at 4% or $683,496 at 6%; with 50% employer match about $683,496 at 4% or $455,664 at 6%; with 100% employer match about $512,622 at 4% or $341,748 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$1,530,193$76,666$19,167iApproximate average salary by contribution assumption: employee only about $479,163 at 4% or $319,442 at 6%; with 50% employer match about $319,442 at 4% or $212,961 at 6%; with 100% employer match about $239,581 at 4% or $159,721 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$1,079,247$87,373$21,843iApproximate average salary by contribution assumption: employee only about $546,081 at 4% or $364,054 at 6%; with 50% employer match about $364,054 at 4% or $242,703 at 6%; with 100% employer match about $273,041 at 4% or $182,027 at 6%.
202224$2,304,856$256,885$64,221iApproximate average salary by contribution assumption: employee only about $1,605,531 at 4% or $1,070,354 at 6%; with 50% employer match about $1,070,354 at 4% or $713,569 at 6%; with 100% employer match about $802,766 at 4% or $535,177 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$1,386,305$176,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$918,551$80,885$20,221iApproximate average salary by contribution assumption: employee only about $505,531 at 4% or $337,021 at 6%; with 50% employer match about $337,021 at 4% or $224,681 at 6%; with 100% employer match about $252,766 at 4% or $168,510 at 6%.
202124$2,117,056$181,885$45,471iApproximate average salary by contribution assumption: employee only about $1,136,781 at 4% or $757,854 at 6%; with 50% employer match about $757,854 at 4% or $505,236 at 6%; with 100% employer match about $568,391 at 4% or $378,927 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$1,262,758$103,162$25,791iApproximate average salary by contribution assumption: employee only about $644,763 at 4% or $429,842 at 6%; with 50% employer match about $429,842 at 4% or $286,561 at 6%; with 100% employer match about $322,381 at 4% or $214,921 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$854,298$78,723$19,681iApproximate average salary by contribution assumption: employee only about $492,019 at 4% or $328,013 at 6%; with 50% employer match about $328,013 at 4% or $218,675 at 6%; with 100% employer match about $246,009 at 4% or $164,006 at 6%.
202024$2,047,304$204,484$51,121iApproximate average salary by contribution assumption: employee only about $1,278,025 at 4% or $852,017 at 6%; with 50% employer match about $852,017 at 4% or $568,011 at 6%; with 100% employer match about $639,013 at 4% or $426,008 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$1,151,128$125,761$31,440iApproximate average salary by contribution assumption: employee only about $786,006 at 4% or $524,004 at 6%; with 50% employer match about $524,004 at 4% or $349,336 at 6%; with 100% employer match about $393,003 at 4% or $262,002 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$896,176$78,723$19,681iApproximate average salary by contribution assumption: employee only about $492,019 at 4% or $328,013 at 6%; with 50% employer match about $328,013 at 4% or $218,675 at 6%; with 100% employer match about $246,009 at 4% or $164,006 at 6%.
201924$1,772,957$217,140$54,285iApproximate average salary by contribution assumption: employee only about $1,357,125 at 4% or $904,750 at 6%; with 50% employer match about $904,750 at 4% or $603,167 at 6%; with 100% employer match about $678,563 at 4% or $452,375 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$978,683$144,588$36,147iApproximate average salary by contribution assumption: employee only about $903,675 at 4% or $602,450 at 6%; with 50% employer match about $602,450 at 4% or $401,633 at 6%; with 100% employer match about $451,838 at 4% or $301,225 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$794,274$72,552$18,138iApproximate average salary by contribution assumption: employee only about $453,450 at 4% or $302,300 at 6%; with 50% employer match about $302,300 at 4% or $201,533 at 6%; with 100% employer match about $226,725 at 4% or $151,150 at 6%.
201824$1,462,145$248,956$62,239iApproximate average salary by contribution assumption: employee only about $1,555,975 at 4% or $1,037,317 at 6%; with 50% employer match about $1,037,317 at 4% or $691,544 at 6%; with 100% employer match about $777,988 at 4% or $518,658 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$779,852$173,476$43,369iApproximate average salary by contribution assumption: employee only about $1,084,225 at 4% or $722,817 at 6%; with 50% employer match about $722,817 at 4% or $481,878 at 6%; with 100% employer match about $542,113 at 4% or $361,408 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$682,293$75,480$18,870iApproximate average salary by contribution assumption: employee only about $471,750 at 4% or $314,500 at 6%; with 50% employer match about $314,500 at 4% or $209,667 at 6%; with 100% employer match about $235,875 at 4% or $157,250 at 6%.
201724$1,211,664$200,472$50,118iApproximate average salary by contribution assumption: employee only about $1,252,950 at 4% or $835,300 at 6%; with 50% employer match about $835,300 at 4% or $556,867 at 6%; with 100% employer match about $626,475 at 4% or $417,650 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$606,186$74,400$18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$605,478$126,072$31,518iApproximate average salary by contribution assumption: employee only about $787,950 at 4% or $525,300 at 6%; with 50% employer match about $525,300 at 4% or $350,200 at 6%; with 100% employer match about $393,975 at 4% or $262,650 at 6%.
201624$999,202$471,528$117,882iApproximate average salary by contribution assumption: employee only about $2,947,050 at 4% or $1,964,700 at 6%; with 50% employer match about $1,964,700 at 4% or $1,309,800 at 6%; with 100% employer match about $1,473,525 at 4% or $982,350 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$526,102$369,178$92,295iApproximate average salary by contribution assumption: employee only about $2,307,363 at 4% or $1,538,242 at 6%; with 50% employer match about $1,538,242 at 4% or $1,025,494 at 6%; with 100% employer match about $1,153,681 at 4% or $769,121 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$473,100$102,350$25,588iApproximate average salary by contribution assumption: employee only about $639,688 at 4% or $426,458 at 6%; with 50% employer match about $426,458 at 4% or $284,306 at 6%; with 100% employer match about $319,844 at 4% or $213,229 at 6%.
201524$524,725$253,625$63,406iApproximate average salary by contribution assumption: employee only about $1,585,156 at 4% or $1,056,771 at 6%; with 50% employer match about $1,056,771 at 4% or $704,514 at 6%; with 100% employer match about $792,578 at 4% or $528,385 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$369,147$185,000$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$155,578$68,625$17,156iApproximate average salary by contribution assumption: employee only about $428,906 at 4% or $285,938 at 6%; with 50% employer match about $285,938 at 4% or $190,625 at 6%; with 100% employer match about $214,453 at 4% or $142,969 at 6%.
201424$272,250$272,250$68,063iApproximate average salary by contribution assumption: employee only about $1,701,563 at 4% or $1,134,375 at 6%; with 50% employer match about $1,134,375 at 4% or $756,250 at 6%; with 100% employer match about $850,781 at 4% or $567,188 at 6%.
BONUS SPECIALTY II CASH BALANCE PENSION PLAN-4$185,000$185,000$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
Bonus Specialty II 401(K) Profit Sharing Plan-4$87,250$87,250$21,813iApproximate average salary by contribution assumption: employee only about $545,313 at 4% or $363,542 at 6%; with 50% employer match about $363,542 at 4% or $242,361 at 6%; with 100% employer match about $272,656 at 4% or $181,771 at 6%.