Boyd Buchanan School 401k Savings Plan — Form 5500 plan (Boyd Buchanan School)
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, Boyd Buchanan School 401k Savings Plan is a benefit plan reported by Boyd Buchanan School under EIN 62-0518286 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $7,602,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boyd Buchanan School
- EIN
- 62-0518286
- Plan number
- 002
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $7,602,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250410141142NAL0013167859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,602,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,602,656
- Net assets (BOY)
- $6,604,247
Income & contributions
- Employer contributions
- $332,451
- Participant contributions
- $365,753
- Total contributions
- $703,292
- Total income / additions
- $1,667,770
Expenses & distributions
- Benefits paid
- $629,904
- Administrative expenses
- $39,457
- Total expenses
- $669,361
- Net increase / (decrease)
- $998,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Synovus Trust Company N.A. | INVESTMENT ADVISOR | $23,475 | not reported in the loaded dataset | 2023 |
| Ameritas | RECORDKEEPER/TPA | $15,043 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN & TRUSTEE | $1,985 | $0 | 2023 |