The Buckner Company 401(K) Profit Sharing Plan — Form 5500 plan (The Buckner Company, 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 Buckner Company 401(K) Profit Sharing Plan is a benefit plan reported by The Buckner Company, Inc. under EIN 87-0257010 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $24,384,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Buckner Company, Inc.
- EIN
- 87-0257010
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $24,384,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20240924152649NAL0026539138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,384,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,384,241
- Net assets (BOY)
- $19,842,558
Income & contributions
- Employer contributions
- $568,805
- Participant contributions
- $1,222,023
- Total contributions
- $2,061,204
- Total income / additions
- $6,154,853
Expenses & distributions
- Benefits paid
- $1,546,866
- Administrative expenses
- $66,304
- Total expenses
- $1,613,170
- Net increase / (decrease)
- $4,541,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Capital Management Inc | INVESTMENT ADVISOR | $42,221 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,519 | $0 | 2023 |
| Fiduciary Wise LLC | OTHER | $6,999 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,565 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Buckner Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Cannon Capital Management Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fiduciary Wise LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation