2023 Form 5500 filing — The John Buck Company 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 20241013102113NAL0050328722001) for The John Buck Company 401(K) Plan, reported by Persevere, LLC under EIN 36-4876264 and plan number 002. It reports 124 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)$14.2MReported net assets$14,192,468
Participants124
Provider compensation$31K2 Schedule C row(s)$30,972
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013102113NAL0050328722001
Plan sponsor
Persevere, LLC
EIN
36-4876264
Plan number
002
Location
Chicago, IL
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)$14.2M total assets
Net assets$14.2MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
Employer$54.5K
Participant$624K
Full reported line items
Total assets (EOY)
$14,192,468
Total liabilities (EOY)
$0
Net assets (EOY)
$14,192,468
Employer contributions
$54,513
Participant contributions
$624,012
Total income / additions
$3,380,979
Benefits paid
$3,258,982
Administrative expenses
$30,973
Total expenses
$3,292,878
Net increase / (decrease)
$88,101
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $31K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013102113NAL0050328722001 cover?
It is the 2023 Form 5500 filing for The John Buck Company 401(K) Plan, reported by Persevere, LLC (EIN 36-4876264).
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