Bush Industries, Inc. 401(K) Retirement Plan — Form 5500 plan (Bush Industries, Inc.)

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, Bush Industries, Inc. 401(K) Retirement Plan is a benefit plan reported by Bush Industries, Inc. under EIN 16-0837346 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $19,118,200 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bush Industries, Inc.
EIN
16-0837346
Plan number
001
Plan type
2
Location
Jamestown, NY
Latest filing year
2023
Participants
585
End-of-year plan assets
$19,118,200

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023585H, C20241011105312NAL0038490064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,118,200
Total liabilities (EOY)
$0
Net assets (EOY)
$19,118,200
Net assets (BOY)
$18,484,605

Income & contributions

Employer contributions
$3
Participant contributions
$1,016,779
Total contributions
$1,096,930
Total income / additions
$4,080,091

Expenses & distributions

Benefits paid
$3,394,979
Administrative expenses
$50,780
Total expenses
$3,446,496
Net increase / (decrease)
$633,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsNONE$40,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,020$02023

Related Form 5500 pages