2023 Form 5500 filing — Bush Industries, Inc. 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 20241011105312NAL0038490064001) for Bush Industries, Inc. 401(K) Retirement Plan, reported by Bush Industries, Inc. under EIN 16-0837346 and plan number 001. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105312NAL0038490064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bush Industries, Inc.
- EIN
- 16-0837346
- Plan number
- 001
- Location
- Jamestown, NY
- Participants
- 585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,118,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,118,200
- Employer contributions
- $3
- Participant contributions
- $1,016,779
- Total income / additions
- $4,080,091
- Benefits paid
- $3,394,979
- Administrative expenses
- $50,780
- Total expenses
- $3,446,496
- Net increase / (decrease)
- $633,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,020 | $0 |