2023 Form 5500 filing — Buff74 Asset Management Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240326082611NAL0000294945001) for Buff74 Asset Management Retirement Plan, reported by Buff74 Asset Management, Inc. under EIN 81-2377135 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,574,969
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240326082611NAL0000294945001
Plan sponsor
Buff74 Asset Management, Inc.
EIN
81-2377135
Plan number
001
Location
Aurora, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$27
Money in vs. money out
Total income / additions$107.3K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$12.9K
Participant$26.1K
Full reported line items
Total assets (EOY)
$1,574,996
Total liabilities (EOY)
$27
Net assets (EOY)
$1,574,969
Employer contributions
$12,917
Participant contributions
$26,112
Total income / additions
$107,267
Total expenses
$0
Net increase / (decrease)
$107,267

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240326082611NAL0000294945001 cover?
It is the 2023 Form 5500 filing for Buff74 Asset Management Retirement Plan, reported by Buff74 Asset Management, Inc. (EIN 81-2377135).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages