Buckles-Smith Electric Company — 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, Buckles-Smith Electric Company (EIN 94-1460248) is a plan sponsor located in Santa Clara, CA with 2 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
94-1460248
Location
Santa Clara, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants355
Total reported liabilitiesNot reported

Reported net position

Contributions & income
Employer contributions$383K
Participant contributions$1.1M
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.5M
Net increase / (decrease)$805.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Participants per plan178Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #003 · 200 participants · 2023
  2. 2
    Plan #501 · 155 participants · 2023

Search all 2 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Buckles-Smith Electric Company. Open one for its full reported snapshot.

  1. 2023
    Buckles-Smith Electric Company Health And Welfare Plan155 participants · 2No schedules
    View filing →
  2. 2023
    Buckles-Smith Electric Co. Savings And Investment Plan200 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages