Plan5500

Buckno Lisicky & Company Employee Benefit Plan — Form 5500 plan (Buckno Lisicky & Company)

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, Buckno Lisicky & Company Employee Benefit Plan is a benefit plan reported by Buckno Lisicky & Company under EIN 23-2426656 and plan number 501. The latest loaded filing year is 2023. The filing reports 51 participants and $6,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buckno Lisicky & Company
EIN
23-2426656
Plan number
501
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
51
End-of-year plan assets
$6,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351I, C20240624091059NAL0005838481001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,642
Total liabilities (EOY)
$136,680
Net assets (EOY)
-$130,038
Net assets (BOY)
-$96,201

Income & contributions

Employer contributions
$535,444
Participant contributions
$80,728
Total income / additions
$626,005

Expenses & distributions

Benefits paid
$465,528
Administrative expenses
$27,509
Total expenses
$659,842
Net increase / (decrease)
-$33,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital BluecrossADMIN$27,509not reported in the loaded dataset2023
Bsi Corporate Benefits, LLCBROKER$23,226not reported in the loaded dataset2023
The Benecon GroupBROKER$12,347not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,630not reported in the loaded dataset2023
Hy Holdings Inc.ADMIN$2,453not reported in the loaded dataset2023
InnovuBROKER$2,129not reported in the loaded dataset2023

Related Form 5500 pages