2023 Form 5500 filing — The Buntin Group, Inc. Employees 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 20241014085237NAL0045371328001) for The Buntin Group, Inc. Employees 401(K) Plan, reported by The Buntin Group, Inc. under EIN 62-0876894 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12MReported net assets$11,956,558
Participants157
Provider compensation$95.9K3 Schedule C row(s)$95,939
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014085237NAL0045371328001
Plan sponsor
The Buntin Group, Inc.
EIN
62-0876894
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$193.8K
Participant$535.4K
Full reported line items
Total assets (EOY)
$11,956,558
Total liabilities (EOY)
$0
Net assets (EOY)
$11,956,558
Employer contributions
$193,803
Participant contributions
$535,387
Total income / additions
$2,464,886
Benefits paid
$2,860,543
Administrative expenses
$62,683
Total expenses
$2,923,226
Net increase / (decrease)
-$458,340
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $62K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $31.3K
  3. 3
    INVESTMENT MGMT · Direct $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014085237NAL0045371328001 cover?
It is the 2023 Form 5500 filing for The Buntin Group, Inc. Employees 401(K) Plan, reported by The Buntin Group, Inc. (EIN 62-0876894).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages