2023 Form 5500 filing — The Retirement Plan For Employees Of Bush Brothers & Company
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718080003NAL0009131408001) for The Retirement Plan For Employees Of Bush Brothers & Company, reported by Bush Brothers & Company under EIN 62-0145910 and plan number 001. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718080003NAL0009131408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bush Brothers & Company
- EIN
- 62-0145910
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,197,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,197,992
- Employer contributions
- $6,692,901
- Total income / additions
- $35,878,903
- Benefits paid
- $11,489,744
- Administrative expenses
- $1,450,422
- Total expenses
- $12,940,166
- Net increase / (decrease)
- $22,938,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $1,330,231 | not reported in the loaded dataset |
| Regions Morgan Keegan Trust | NONE | $114,968 | not reported in the loaded dataset |