2023 Form 5500 filing — X.O. Bunch Organizations 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 20241004055331NAL0021836658001) for X.O. Bunch Organizations 401(K) Plan, reported by Bunch Business Services, LLC under EIN 32-0288319 and plan number 001. It reports 118 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)$4.9MReported net assets$4,873,087
Participants118
Provider compensation$2.2K3 Schedule C row(s)$2,182
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004055331NAL0021836658001
Plan sponsor
Bunch Business Services, LLC
EIN
32-0288319
Plan number
001
Location
North Charleston, SC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$910.5K
Total expenses$311.7K
Benefits paid / distributions$295K
Contributions
EmployerNot reported
Participant$294.7K
Full reported line items
Total assets (EOY)
$4,873,087
Total liabilities (EOY)
$0
Net assets (EOY)
$4,873,087
Participant contributions
$294,743
Total income / additions
$910,464
Benefits paid
$295,025
Administrative expenses
$2,183
Total expenses
$311,660
Net increase / (decrease)
$598,804
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $2.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004055331NAL0021836658001 cover?
It is the 2023 Form 5500 filing for X.O. Bunch Organizations 401(K) Plan, reported by Bunch Business Services, LLC (EIN 32-0288319).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages