Buck Institute For Research On Aging 401(K) Plan — Form 5500 plan (Buck Institute For Research On Aging)
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 Institute For Research On Aging 401(K) Plan is a benefit plan reported by Buck Institute For Research On Aging under EIN 94-3030609 and plan number 004. The latest loaded filing year is 2023. The filing reports 369 participants and $38,144,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buck Institute For Research On Aging
- EIN
- 94-3030609
- Plan number
- 004
- Plan type
- 2
- Location
- Novato, CA
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $38,144,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20240717150043NAL0004248865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,144,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,144,638
- Net assets (BOY)
- $29,071,813
Income & contributions
- Employer contributions
- $1,826,478
- Participant contributions
- $1,911,125
- Total contributions
- $3,831,235
- Total income / additions
- $9,697,165
Expenses & distributions
- Benefits paid
- $625,450
- Administrative expenses
- -$1,110
- Total expenses
- $624,340
- Net increase / (decrease)
- $9,072,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$1,110 | $0 | 2023 |