2023 Form 5500 filing — Buona Beef Profit Sharing & 401(K) 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 20250203105301NAL0011390048001) for Buona Beef Profit Sharing & 401(K) Plan And Trust, reported by Buona Beef, LLC under EIN 61-1579621 and plan number 001. It reports 1,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203105301NAL0011390048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buona Beef, LLC
- EIN
- 61-1579621
- Plan number
- 001
- Location
- Berwyn, IL
- Participants
- 1,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,343,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,343,853
- Employer contributions
- $348,952
- Participant contributions
- $597,267
- Total income / additions
- $2,025,317
- Benefits paid
- $183,437
- Administrative expenses
- $48,502
- Total expenses
- $231,939
- Net increase / (decrease)
- $1,793,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $43,993 | $0 |
| The Retirement Advantage Inc | TPA | $4,509 | not reported in the loaded dataset |