Plain-English plan 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, Buckley Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Buckley Associates, Inc. under EIN 04-2464258 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $45,322,368 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,322,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,322,368
- Net assets (BOY)
- $39,997,416
Income & contributions
- Employer contributions
- $1,746,949
- Participant contributions
- $1,367,948
- Total contributions
- $3,542,613
- Total income / additions
- $9,937,292
Expenses & distributions
- Benefits paid
- $4,417,065
- Administrative expenses
- $195,275
- Total expenses
- $4,612,340
- Net increase / (decrease)
- $5,324,952