Buckles-Smith Electric Co. Savings And Investment Plan — Form 5500 plan (Buckles-Smith Electric Company)

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, Buckles-Smith Electric Co. Savings And Investment Plan is a benefit plan reported by Buckles-Smith Electric Company under EIN 94-1460248 and plan number 003. The latest loaded filing year is 2023. The filing reports 200 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants200Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$120.3K2 Schedule C provider row(s)$120,295
Plan sponsor
Buckles-Smith Electric Company
EIN
94-1460248
Plan number
003
Plan type
2
Location
Santa Clara, CA
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
    200 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.

Money in vs. money out
Total income / additions$4.3M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$383K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$16,130,800

Income & contributions

Employer contributions
$383,029
Participant contributions
$1,109,226
Total contributions
$1,586,457
Total income / additions
$4,295,945

Expenses & distributions

Benefits paid
$3,369,775
Administrative expenses
$120,295
Total expenses
$3,490,070
Net increase / (decrease)
$805,875
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 26%Participant 74%
Benefits paid ÷ total income78%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $78.2K · Indirect $0
  2. 2
    BROKER · Direct $42.1K

Related Form 5500 pages