Buchbinder Tunick & Company Llp Employees 401(K) Savings And Retirement Plan — Form 5500 plan (Buchbinder Tunick & Company Llp)
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, Buchbinder Tunick & Company Llp Employees 401(K) Savings And Retirement Plan is a benefit plan reported by Buchbinder Tunick & Company Llp under EIN 13-1578842 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $31,241,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buchbinder Tunick & Company Llp
- EIN
- 13-1578842
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $31,241,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241015170831NAL0016940419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,241,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,241,736
- Net assets (BOY)
- $30,684,662
Income & contributions
- Employer contributions
- $697,501
- Participant contributions
- $1,289,036
- Total contributions
- $2,111,228
- Total income / additions
- $6,094,919
Expenses & distributions
- Benefits paid
- $5,480,349
- Administrative expenses
- $57,496
- Total expenses
- $5,537,845
- Net increase / (decrease)
- $557,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merill Lynch | INVESTMENT ADVISOR | $34,777 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $22,719 | $0 | 2023 |