The Buntin Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Buntin Group, Inc. (EIN 62-0876894) is a plan sponsor located in Nashville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0876894
Location
Nashville, TN
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$11,956,558
Total reported assets$12M$11,956,558
Total reported participants157
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$193.8K
Participant contributions$535.4K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)-$458.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Buntin Group, Inc. Employees 401(K) Plan
Participants per plan157Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 157 participants · 2023

Search all 1 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Buntin Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Buntin Group, Inc. Employees 401(K) Plan157 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages