Plan5500

Buffalo Holding Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Buffalo Holding Company (EIN 39-1649048) is a plan sponsor located in Barneveld, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1649048
Location
Barneveld, WI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Buffalo Holding Company

  • 3 loaded plans hold $56.8M in reported assets.
  • The largest, Flywheel Employee Stock Ownership Plan, holds 62% of this company's reported plan assets.
  • Plans cover 1,223 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40MSummed across loaded plans$39,953,950
Total reported assets$56.8M$56,813,935
Total reported participants1.2K1,223
Total reported liabilities$16.9M$16,859,985

Reported net position

Reported assets = net assets + liabilities (summed)$56.8M total assets
Net assets$40MLiabilities$16.9M
Contributions & income
Employer contributions$3M
Participant contributions$2.1M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$640.4K
Total expenses$1M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Flywheel Employee Stock Ownership Plan
Participants per plan408Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Flywheel Employee Stock Ownership Plan$35.3M
    Plan #002 · 360 participants · 2023
  2. 2
    Sheltered Wings, Inc. 401(K) Plan$21.5M
    Plan #001 · 459 participants · 2023
  3. 3
    Sheltered Wings, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #502 · 404 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Buffalo Holding Company. Open one for its full reported snapshot.

  1. 2023
    Sheltered Wings, Inc. Employee Benefits Plan404 participants · 2No schedules
    View filing →
  2. 2023
    Sheltered Wings, Inc. 401(K) Plan459 participants · 2Sch HSch C
    View filing →
  3. 2023
    Flywheel Employee Stock Ownership Plan360 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Buffalo Holding Company report on Form 5500?
Buffalo Holding Company (EIN 39-1649048) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Buffalo Holding Company?
The Employer Identification Number (EIN) reported for Buffalo Holding Company is 39-1649048.
What is the latest Form 5500 filing year for Buffalo Holding Company?
The latest loaded Form 5500 filing year for Buffalo Holding Company is 2023.

Related Form 5500 pages