2023 Form 5500 filing — Buckner Heavylift Cranes, LLC 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 20250115133729NAL0021744353001) for Buckner Heavylift Cranes, LLC 401(K) Plan, reported by Buckner Heavylift Cranes, LLC under EIN 20-1840290 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250115133729NAL0021744353001
Filing year
2023
Form type
2
Plan sponsor
Buckner Heavylift Cranes, LLC
EIN
20-1840290
Plan number
001
Location
Graham, NC
Participants
236
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,262,439
Total liabilities (EOY)
$0
Net assets (EOY)
$9,262,439
Employer contributions
$263,116
Participant contributions
$933,731
Total income / additions
$2,969,303
Benefits paid
$2,421,475
Administrative expenses
$19,409
Total expenses
$2,440,884
Net increase / (decrease)
$528,419
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commonwealth Equity Services LLCINVESTMENT ADVISOR$15,559not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$2,415$0
Gilliam Bell Moser LlpTHIRD PARTY ADMINISTRATOR$1,435$0

Related Form 5500 pages