2023 Form 5500 filing — Buffalo Rock Co. 401(K) Retirement Plan

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 20240726154914NAL0009138515001) for Buffalo Rock Co. 401(K) Retirement Plan, reported by Buffalo Rock Company under EIN 63-0032365 and plan number 002. It reports 2,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240726154914NAL0009138515001
Filing year
2023
Form type
2
Plan sponsor
Buffalo Rock Company
EIN
63-0032365
Plan number
002
Location
Birmingham, AL
Participants
2,712
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$104,348,012
Total liabilities (EOY)
$0
Net assets (EOY)
$104,348,012
Employer contributions
$3,133,954
Participant contributions
$7,492,609
Total income / additions
$27,043,248
Benefits paid
$15,423,974
Administrative expenses
$331,603
Total expenses
$15,755,577
Net increase / (decrease)
$11,287,671
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$230,470$0
Orenda Retirement LLCCONTRACT ADMINISTRATOR$97,363$31,577

Related Form 5500 pages