2023 Form 5500 filing — Buck Distributing 401(K) Profit Sharing 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 20241014113739NAL0026056161001) for Buck Distributing 401(K) Profit Sharing Plan, reported by Sfb Buck, LLC under EIN 85-0897336 and plan number 003. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113739NAL0026056161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sfb Buck, LLC
- EIN
- 85-0897336
- Plan number
- 003
- Location
- Upper Marlboro, MD
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,277,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,277,195
- Employer contributions
- $45,456
- Participant contributions
- $297,104
- Total income / additions
- $2,873,198
- Benefits paid
- $970,248
- Administrative expenses
- $22,710
- Total expenses
- $993,798
- Net increase / (decrease)
- $1,879,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,860 | $0 |
| American Century Investment Mgt | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Oakmark | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Baird Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Black Rock Funds | NONE | $0 | $0 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 |