2023 Form 5500 filing — Buckingham Property Management 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 20250715181036NAL0003758032001) for Buckingham Property Management 401(K) Plan, reported by Buckingham Property Management under EIN 94-2828492 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715181036NAL0003758032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buckingham Property Management
- EIN
- 94-2828492
- Plan number
- 001
- Location
- Clovis, CA
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,780,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,780,290
- Employer contributions
- $579,688
- Participant contributions
- $674,278
- Total income / additions
- $3,079,643
- Benefits paid
- $1,538,248
- Administrative expenses
- $89,319
- Total expenses
- $1,629,911
- Net increase / (decrease)
- $1,449,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $50,153 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $39,082 | not reported in the loaded dataset |