Plan5500

The Buntin Group, Inc. Employees 401(K) Plan — Form 5500 plan (The Buntin Group, 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, The Buntin Group, Inc. Employees 401(K) Plan is a benefit plan reported by The Buntin Group, Inc. under EIN 62-0876894 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $11,956,558 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$11,956,558
Participants157Covered participants reported
Assets / participant$76.2KComputed: assets ÷ participants$76,156 (computed)
Provider compensation$95.9K3 Schedule C provider row(s)$95,939
Plan sponsor
The Buntin Group, Inc.
EIN
62-0876894
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    157 participants · 2Sch HSch C
    View filing →
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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$193.8K
Participant$535.4K
Full reported line items

Net assets

Total assets (EOY)
$11,956,558
Total liabilities (EOY)
$0
Net assets (EOY)
$11,956,558
Net assets (BOY)
$12,414,898

Income & contributions

Employer contributions
$193,803
Participant contributions
$535,387
Total contributions
$737,019
Total income / additions
$2,464,886

Expenses & distributions

Benefits paid
$2,860,543
Administrative expenses
$62,683
Total expenses
$2,923,226
Net increase / (decrease)
-$458,340
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income116%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$62K
    RECORDKEEPER · Direct $62K · Indirect $0
  2. 2
    Northwestern Mutual Investment Svcs$31.3K
    BROKER/ADVISER · Direct $0 · Indirect $31.3K
  3. 3
    Empower Advisory Group, LLC$2.6K
    INVESTMENT MGMT · Direct $2.6K

Related Form 5500 pages