2023 Form 5500 filing — Buckingham Management, LLC 401(K) 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 20240930141548NAL0010326992001) for Buckingham Management, LLC 401(K) Plan, reported by Buckingham Management, LLC under EIN 35-1932656 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930141548NAL0010326992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buckingham Management, LLC
- EIN
- 35-1932656
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,186,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,186,638
- Employer contributions
- $345,168
- Participant contributions
- $1,458,506
- Total income / additions
- $3,631,503
- Benefits paid
- $1,072,765
- Administrative expenses
- $72,131
- Total expenses
- $1,197,041
- Net increase / (decrease)
- $2,434,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $52,740 | $0 |
| Katz, Sapper & Miller | AUDITOR | $16,500 | not reported in the loaded dataset |