2023 Form 5500 filing — Buckles-Smith Electric Co. Savings And Investment 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 20241015210712NAL0015409427003) for Buckles-Smith Electric Co. Savings And Investment Plan, reported by Buckles-Smith Electric Company under EIN 94-1480248 and plan number 003. It reports 200 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)$0Reported net assets

Participants200

Provider compensation$120.3K2 Schedule C row(s)$120,295

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015210712NAL0015409427003
Plan sponsor: Buckles-Smith Electric Company
EIN: 94-1480248
Plan number: 003
Location: Santa Clara, CA
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.

Money in vs. money out

Total income / additions$4.3M

Total expenses$3.5M

Benefits paid / distributions$3.4M

Contributions

Employer$383K

Participant$1.1M

Full reported line items

Total assets (EOY): $0
Net assets (EOY): $0
Employer contributions: $383,029
Participant contributions: $1,109,226
Total income / additions: $4,295,945
Benefits paid: $3,369,775
Administrative expenses: $120,295
Total expenses: $3,490,070
Net increase / (decrease): $805,875

Schedule C

Reported service provider compensation

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

1
Transamerica Financial Life Ins Co$78.2K
RECORDKEEPER · Direct $78.2K · Indirect $0
2
Merrill Lynch Life Agency, Inc.$42.1K
BROKER · Direct $42.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015210712NAL0015409427003 cover?: It is the 2023 Form 5500 filing for Buckles-Smith Electric Co. Savings And Investment Plan, reported by Buckles-Smith Electric Company (EIN 94-1480248).
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).