2023 Form 5500 filing — Carl Buddig And Company Union Employee Deferred Benefit 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 20240930100622NAL0003153299001) for Carl Buddig And Company Union Employee Deferred Benefit Plan, reported by Carl Buddig And Company under EIN 36-2169888 and plan number 006. It reports 3,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930100622NAL0003153299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carl Buddig And Company
- EIN
- 36-2169888
- Plan number
- 006
- Location
- Homewood, IL
- Participants
- 3,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,667,123
- Total liabilities (EOY)
- $72,404
- Net assets (EOY)
- $27,594,719
- Employer contributions
- $1,488,614
- Participant contributions
- $1,047,251
- Total income / additions
- $6,356,427
- Benefits paid
- $2,932,813
- Administrative expenses
- $296,607
- Total expenses
- $3,249,864
- Net increase / (decrease)
- $3,106,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $212,766 | $0 |
| Clifton Larson Allen Llp | NONE | $17,588 | not reported in the loaded dataset |