2023 Form 5500 filing — Bush Brothers & Company Employees' 401(K) Plan And Trust Agreement
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 20240726125900NAL0015455681001) for Bush Brothers & Company Employees' 401(K) Plan And Trust Agreement, reported by Bush Brothers & Company under EIN 62-0145910 and plan number 003. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726125900NAL0015455681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bush Brothers & Company
- EIN
- 62-0145910
- Plan number
- 003
- Location
- Knoxville, TN
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,935,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,935,939
- Participant contributions
- $3,590,729
- Total income / additions
- $12,600,844
- Benefits paid
- $5,140,068
- Administrative expenses
- $145,209
- Total expenses
- $5,285,277
- Net increase / (decrease)
- $7,315,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $85,209 | $0 |
| Resources Investment Advisors. | NONE | $60,000 | not reported in the loaded dataset |