2023 Form 5500 filing — Buchanan Advisors, Inc. 401k 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 20241011155254NAL0037571312001) for Buchanan Advisors, Inc. 401k Plan, reported by Buchanan Advisors, Inc. under EIN 68-0413590 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011155254NAL0037571312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buchanan Advisors, Inc.
- EIN
- 68-0413590
- Plan number
- 002
- Location
- Mill Valley, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,931,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,931,159
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$121,401
- Benefits paid
- $1,377,103
- Administrative expenses
- $0
- Total expenses
- $1,377,203
- Net increase / (decrease)
- -$1,498,604
- Schedule source
- Schedule I