2023 Form 5500 filing — Buckingham, Doolittle & Burroughs, LLC 401(K) Profit Sharing Plan And Trust
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 20241014180326NAL0026901489001) for Buckingham, Doolittle & Burroughs, LLC 401(K) Profit Sharing Plan And Trust, reported by Buckingham, Doolittle & Burroughs under EIN 34-1832611 and plan number 002. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180326NAL0026901489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buckingham, Doolittle & Burroughs
- EIN
- 34-1832611
- Plan number
- 002
- Location
- Akron, OH
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,358,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,358,723
- Employer contributions
- $677,500
- Participant contributions
- $1,515,313
- Total income / additions
- $9,847,165
- Benefits paid
- $6,543,423
- Administrative expenses
- $117,435
- Total expenses
- $6,660,858
- Net increase / (decrease)
- $3,186,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $67,810 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,983 | $0 |
| Apple Growth Partners | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset |
| Dynamic Advisor Solutions | CONSULTANT | $8,951 | not reported in the loaded dataset |