The Busch Group 401(K) Plan — Form 5500 plan (Busch Group, LLC)

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 Busch Group 401(K) Plan is a benefit plan reported by Busch Group, LLC under EIN 81-4437644 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,972 participants and $24,752,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Busch Group, LLC
EIN
81-4437644
Plan number
002
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
1,972
End-of-year plan assets
$24,752,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,972H, C20241015163128NAL0030350305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,752,678
Total liabilities (EOY)
$0
Net assets (EOY)
$24,752,678
Net assets (BOY)
$21,795,902

Income & contributions

Employer contributions
$920,925
Participant contributions
$1,767,729
Total contributions
$2,853,033
Total income / additions
$6,237,226

Expenses & distributions

Benefits paid
$3,033,007
Administrative expenses
$75,270
Total expenses
$3,280,450
Net increase / (decrease)
$2,956,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$54,519$02023
Hightower Securities LLCADVISOR$19,627not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages