Plan5500

Buchheit, Inc. Employees' 401(K) Retirement Plan — Form 5500 plan (Buchheit Enterprises, 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, Buchheit, Inc. Employees' 401(K) Retirement Plan is a benefit plan reported by Buchheit Enterprises, Inc. under EIN 43-1565059 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,076 participants and $14,255,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buchheit Enterprises, Inc.
EIN
43-1565059
Plan number
001
Plan type
2
Location
Perryville, MO
Latest filing year
2023
Participants
1,076
End-of-year plan assets
$14,255,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,076H, C20241014095733NAL0014730979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,255,983
Net assets (EOY)
$14,255,983
Net assets (BOY)
$13,057,999

Income & contributions

Employer contributions
$299,325
Participant contributions
$889,007
Total contributions
$1,209,112
Total income / additions
$3,257,787

Expenses & distributions

Benefits paid
$1,900,374
Administrative expenses
$45,163
Total expenses
$2,059,803
Net increase / (decrease)
$1,197,984

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Service CompanyNONE$45,163$02023

Related Form 5500 pages