2023 Form 5500 filing — The Buckner Company 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 20240924152649NAL0026539138001) for The Buckner Company 401(K) Profit Sharing Plan, reported by The Buckner Company, Inc. under EIN 87-0257010 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924152649NAL0026539138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Buckner Company, Inc.
- EIN
- 87-0257010
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,384,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,384,241
- Employer contributions
- $568,805
- Participant contributions
- $1,222,023
- Total income / additions
- $6,154,853
- Benefits paid
- $1,546,866
- Administrative expenses
- $66,304
- Total expenses
- $1,613,170
- Net increase / (decrease)
- $4,541,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Capital Management Inc | INVESTMENT ADVISOR | $42,221 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,519 | $0 |
| Fiduciary Wise LLC | OTHER | $6,999 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,565 | not reported in the loaded dataset |