Buck Distributing 401(K) Profit Sharing Plan — Form 5500 plan (Sfb Buck, 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, Buck Distributing 401(K) Profit Sharing Plan is a benefit plan reported by Sfb Buck, LLC under EIN 85-0897336 and plan number 003. The latest loaded filing year is 2023. The filing reports 140 participants and $14,277,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sfb Buck, LLC
- EIN
- 85-0897336
- Plan number
- 003
- Plan type
- 2
- Location
- Upper Marlboro, MD
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $14,277,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241014113739NAL0026056161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,277,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,277,195
- Net assets (BOY)
- $12,397,795
Income & contributions
- Employer contributions
- $45,456
- Participant contributions
- $297,104
- Total contributions
- $347,889
- Total income / additions
- $2,873,198
Expenses & distributions
- Benefits paid
- $970,248
- Administrative expenses
- $22,710
- Total expenses
- $993,798
- Net increase / (decrease)
- $1,879,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,860 | $0 | 2023 |
| American Century Investment Mgt | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Oakmark | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Baird Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Black Rock Funds | NONE | $0 | $0 | 2023 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sfb Buck, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Upper Marlboro, MD
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Century Investment Mgt — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Oakmark — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Baird Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Black Rock Funds — Schedule C compensation
- Loomis - Sayles - Natixis - Hansber — Schedule C compensation