Timothy J Buckley Self Employed Retirement Plan — Form 5500 plan (Timothy J. Buckley)
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, Timothy J Buckley Self Employed Retirement Plan is a benefit plan reported by Timothy J. Buckley under EIN 16-1181829 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $2,434,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Timothy J. Buckley
- EIN
- 16-1181829
- Plan number
- 002
- Plan type
- 2
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $2,434,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240731110200NAL0022116145010 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,434,909
- Net assets (EOY)
- $2,434,909
- Net assets (BOY)
- $1,756,129
Income & contributions
- Employer contributions
- $24,986
- Total income / additions
- $794,979
Expenses & distributions
- Benefits paid
- $115,850
- Total expenses
- $116,199
- Net increase / (decrease)
- $678,780
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.