The Buckner Company, Inc. — 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, The Buckner Company, Inc. (EIN 87-0257010) is a plan sponsor located in Salt Lake City, UT 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
87-0257010
Location
Salt Lake City, UT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,384,241
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,384,241

Contributions & income

Employer contributions
$568,805
Participant contributions
$1,222,023
Total income / additions
$6,154,853

Expenses & distributions

Benefits paid / distributions
$1,546,866
Total expenses
$1,613,170
Net increase / (decrease)
$4,541,683

Coverage

Total reported participants
397
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

The Buckner Company, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Buckner Company 401(K) Profit Sharing Plan001268$24,384,2412023
The Buckner Company Health & Welfare Benefit Plan501129not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Buckner Company, Inc.
YearPlanParticipantsSchedulesFiling
2023The Buckner Company Health & Welfare Benefit Plan12920240903111011NAL0018473009001
2023The Buckner Company 401(K) Profit Sharing Plan268H, C20240924152649NAL0026539138001

Related Form 5500 pages