2023 Form 5500 filing — Buckley Associates, Inc. 401(K) Profit Sharing 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 20240920094947NAL0007594545001) for Buckley Associates, Inc. 401(K) Profit Sharing Plan, reported by Buckley Associates, Inc. under EIN 04-2464258 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920094947NAL0007594545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buckley Associates, Inc.
- EIN
- 04-2464258
- Plan number
- 002
- Location
- Hanover, MA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,322,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,322,368
- Employer contributions
- $1,746,949
- Participant contributions
- $1,367,948
- Total income / additions
- $9,937,292
- Benefits paid
- $4,417,065
- Administrative expenses
- $195,275
- Total expenses
- $4,612,340
- Net increase / (decrease)
- $5,324,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Charles Private Wealth LLC | ADVISOR | $144,883 | not reported in the loaded dataset |
| Leafhouse | INVESTMENT ADVISOR | $41,901 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,491 | $0 |