Bush Brothers & Company Employees' 401(K) Plan And Trust Agreement — Form 5500 plan (Bush Brothers & 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, Bush Brothers & Company Employees' 401(K) Plan And Trust Agreement is a benefit plan reported by Bush Brothers & Company under EIN 62-0145910 and plan number 003. The latest loaded filing year is 2023. The filing reports 782 participants and $57,935,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bush Brothers & Company
- EIN
- 62-0145910
- Plan number
- 003
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $57,935,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20240726125900NAL0015455681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,935,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,935,939
- Net assets (BOY)
- $50,620,372
Income & contributions
- Participant contributions
- $3,590,729
- Total contributions
- $3,680,434
- Total income / additions
- $12,600,844
Expenses & distributions
- Benefits paid
- $5,140,068
- Administrative expenses
- $145,209
- Total expenses
- $5,285,277
- Net increase / (decrease)
- $7,315,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $85,209 | $0 | 2023 |
| Resources Investment Advisors. | NONE | $60,000 | not reported in the loaded dataset | 2023 |