2023 Form 5500 filing — Buck Institute For Research On Aging 401(K) 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 20240717150043NAL0004248865001) for Buck Institute For Research On Aging 401(K) Plan, reported by Buck Institute For Research On Aging under EIN 94-3030609 and plan number 004. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717150043NAL0004248865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buck Institute For Research On Aging
- EIN
- 94-3030609
- Plan number
- 004
- Location
- Novato, CA
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,144,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,144,638
- Employer contributions
- $1,826,478
- Participant contributions
- $1,911,125
- Total income / additions
- $9,697,165
- Benefits paid
- $625,450
- Administrative expenses
- -$1,110
- Total expenses
- $624,340
- Net increase / (decrease)
- $9,072,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$1,110 | $0 |