Bucher & Christian Consulting, Inc. 401(K) Plan — Form 5500 plan (Bucher & Christian Consulting, 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, Bucher & Christian Consulting, Inc. 401(K) Plan is a benefit plan reported by Bucher & Christian Consulting, Inc under EIN 35-2049936 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,869 participants and $17,627,668 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.5MPlan net assets, end of year$17,521,678
Participants3.9KCovered participants reported3,869
Assets / participant$4.6KComputed: assets ÷ participants$4,556 (computed)
Provider compensation$76.4K1 Schedule C provider row(s)$76,412
- Plan sponsor
- Bucher & Christian Consulting, Inc
- EIN
- 35-2049936
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,869 | H, C | 20241014192155NAL0015462035001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.6M total assets
Net assets$17.5MLiabilities$106K
Full reported line items
Net assets
- Total assets (EOY)
- $17,627,668
- Total liabilities (EOY)
- $105,990
- Net assets (EOY)
- $17,521,678
- Net assets (BOY)
- $14,371,575
Income & contributions
- Participant contributions
- $3,274,370
- Total contributions
- $3,798,411
- Total income / additions
- $6,483,431
Expenses & distributions
- Benefits paid
- $3,256,916
- Administrative expenses
- $76,412
- Total expenses
- $3,333,328
- Net increase / (decrease)
- $3,150,103
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $76,412 | $0 | 2023 |