Company Savings Plan — Form 5500 plan (Buc-Ee'S, Ltd.)

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, Company Savings Plan is a benefit plan reported by Buc-Ee'S, Ltd. under EIN 76-0140292 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,615 participants and $46,237,112 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buc-Ee'S, Ltd.
EIN
76-0140292
Plan number
001
Plan type
2
Location
Lake Jackson, TX
Latest filing year
2023
Participants
3,615
End-of-year plan assets
$46,237,112

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,615H, C20240923130359NAL0006644643003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,237,112
Net assets (EOY)
$46,237,112
Net assets (BOY)
$24,587,812

Income & contributions

Employer contributions
$7,767,954
Participant contributions
$9,646,176
Total contributions
$17,942,926
Total income / additions
$24,342,455

Expenses & distributions

Benefits paid
$2,497,937
Administrative expenses
$195,218
Total expenses
$2,693,155
Net increase / (decrease)
$21,649,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$195,069not reported in the loaded dataset2023

Related Form 5500 pages