2023 Form 5500 filing — Bucher & Christian Consulting, Inc. 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 20241014192155NAL0015462035001) for Bucher & Christian Consulting, Inc. 401(K) Plan, reported by Bucher & Christian Consulting, Inc under EIN 35-2049936 and plan number 001. It reports 3,869 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)$17.5MReported net assets$17,521,678
Participants3.9K3,869
Provider compensation$76.4K1 Schedule C row(s)$76,412
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014192155NAL0015462035001
Plan sponsor
Bucher & Christian Consulting, Inc
EIN
35-2049936
Plan number
001
Location
Indianapolis, IN
Received date
not reported in the loaded dataset
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)$17.6M total assets
Net assets$17.5MLiabilities$106K
Money in vs. money out
Total income / additions$6.5M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
EmployerNot reported
Participant$3.3M
Full reported line items
Total assets (EOY)
$17,627,668
Total liabilities (EOY)
$105,990
Net assets (EOY)
$17,521,678
Participant contributions
$3,274,370
Total income / additions
$6,483,431
Benefits paid
$3,256,916
Administrative expenses
$76,412
Total expenses
$3,333,328
Net increase / (decrease)
$3,150,103

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$76,412$0

Related Form 5500 pages