2023 Form 5500 filing — Bunting Group, Inc. 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 20240918052859NAL0003886001001) for Bunting Group, Inc. 401(K) Plan, reported by Bunting Group, Inc. under EIN 36-2485502 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.6MReported net assets$19,573,807
Participants204
Provider compensation$61K4 Schedule C row(s)$60,971
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918052859NAL0003886001001
Plan sponsor
Bunting Group, Inc.
EIN
36-2485502
Plan number
001
Location
Newton, KS
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.6M total assets
Net assets$19.6MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$338.5K
Participant$1.2M
Full reported line items
Total assets (EOY)
$19,573,807
Total liabilities (EOY)
$0
Net assets (EOY)
$19,573,807
Employer contributions
$338,490
Participant contributions
$1,201,517
Total income / additions
$4,704,502
Benefits paid
$2,061,366
Administrative expenses
$60,971
Total expenses
$2,128,328
Net increase / (decrease)
$2,576,174

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$25,595$0
Mariner Wealth Advisors, LLCINVESTMENT/FINANCIAL ADVI$18,338$0
Mariner Retirement Advisors, LLCINVESTMENT/FINANCIAL ADVI$17,038$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages