Busch Group, LLC — 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, Busch Group, LLC (EIN 81-4437644) is a plan sponsor located in Irvine, CA with 2 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
81-4437644
Location
Irvine, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,752,678
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,752,678

Contributions & income

Employer contributions
$920,925
Participant contributions
$1,767,729
Total income / additions
$6,237,226

Expenses & distributions

Benefits paid / distributions
$3,033,007
Total expenses
$3,280,450
Net increase / (decrease)
$2,956,776

Coverage

Total reported participants
3,272
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Busch Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Busch Group 401(K) Plan0021,972$24,752,6782023
The Busch Group Health & Welfare Benefits Plan5011,300not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Busch Group, LLC
YearPlanParticipantsSchedulesFiling
2023The Busch Group Health & Welfare Benefits Plan1,30020241011162610NAL0023221361001
2023The Busch Group 401(K) Plan1,972H, C20241015163128NAL0030350305001

Related Form 5500 pages