2023 Form 5500 filing — Buchbinder Tunick & Company Llp Employees 401(K) Savings And 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 20241015170831NAL0016940419001) for Buchbinder Tunick & Company Llp Employees 401(K) Savings And Retirement Plan, reported by Buchbinder Tunick & Company Llp under EIN 13-1578842 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170831NAL0016940419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buchbinder Tunick & Company Llp
- EIN
- 13-1578842
- Plan number
- 001
- Location
- New York, NY
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,241,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,241,736
- Employer contributions
- $697,501
- Participant contributions
- $1,289,036
- Total income / additions
- $6,094,919
- Benefits paid
- $5,480,349
- Administrative expenses
- $57,496
- Total expenses
- $5,537,845
- Net increase / (decrease)
- $557,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merill Lynch | INVESTMENT ADVISOR | $34,777 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $22,719 | $0 |