2023 Form 5500 filing — Buchanan Partner Corporation 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 20240827150940NAL0011067665001) for Buchanan Partner Corporation 401(K) Plan, reported by Buchanan Partners Corporation under EIN 84-3425940 and plan number 001. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.5MReported net assets$8,460,205
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240827150940NAL0011067665001
Plan sponsor
Buchanan Partners Corporation
EIN
84-3425940
Plan number
001
Location
Bethesda, MD
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$963.1K
Benefits paid / distributions$961.9K
Contributions
Employer$109.3K
Participant$280.8K
Full reported line items
Total assets (EOY)
$8,460,205
Total liabilities (EOY)
$0
Net assets (EOY)
$8,460,205
Employer contributions
$109,307
Participant contributions
$280,776
Total income / additions
$1,890,252
Benefits paid
$961,901
Administrative expenses
$200
Total expenses
$963,086
Net increase / (decrease)
$927,166

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827150940NAL0011067665001 cover?
It is the 2023 Form 5500 filing for Buchanan Partner Corporation 401(K) Plan, reported by Buchanan Partners Corporation (EIN 84-3425940).
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