Prime Buchholz LLC 401(K) Profit Sharing Plan — Form 5500 plan (Prime Buchholz LLC)
Plain-English plan 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, Prime Buchholz LLC 401(K) Profit Sharing Plan is a benefit plan reported by Prime Buchholz LLC under EIN 02-0426421 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $62,073,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prime Buchholz LLC
- EIN
- 02-0426421
- Plan number
- 001
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $62,073,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240717094304NAL0002401203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,073,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,073,974
- Net assets (BOY)
- $51,239,154
Income & contributions
- Employer contributions
- $2,240,469
- Participant contributions
- $1,977,320
- Total contributions
- $4,619,522
- Total income / additions
- $14,117,939
Expenses & distributions
- Benefits paid
- $3,273,986
- Administrative expenses
- $9,133
- Total expenses
- $3,283,119
- Net increase / (decrease)
- $10,834,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $9,133 | not reported in the loaded dataset | 2023 |
| Reliance | NONE | $0 | $7,728 | 2023 |