2023 Form 5500 filing — Buchheit, Inc. Employees' 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 20241014095733NAL0014730979001) for Buchheit, Inc. Employees' 401(K) Retirement Plan, reported by Buchheit Enterprises, Inc. under EIN 43-1565059 and plan number 001. It reports 1,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014095733NAL0014730979001
Filing year
2023
Form type
2
Plan sponsor
Buchheit Enterprises, Inc.
EIN
43-1565059
Plan number
001
Location
Perryville, MO
Participants
1,076
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,255,983
Net assets (EOY)
$14,255,983
Employer contributions
$299,325
Participant contributions
$889,007
Total income / additions
$3,257,787
Benefits paid
$1,900,374
Administrative expenses
$45,163
Total expenses
$2,059,803
Net increase / (decrease)
$1,197,984
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valic Retirement Service CompanyNONE$45,163$0

Related Form 5500 pages