Benchmark Group 401(K) Plan — Form 5500 plan (Benchmark Financial Group, Inc.)
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, Benchmark Group 401(K) Plan is a benefit plan reported by Benchmark Financial Group, Inc. under EIN 16-1220236 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $20,036,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benchmark Financial Group, Inc.
- EIN
- 16-1220236
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $20,036,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240911110243NAL0003584339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,036,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,036,681
- Net assets (BOY)
- $18,739,510
Income & contributions
- Employer contributions
- $271,787
- Participant contributions
- $837,796
- Total contributions
- $1,109,583
- Total income / additions
- $3,785,650
Expenses & distributions
- Benefits paid
- $2,434,080
- Administrative expenses
- $54,399
- Total expenses
- $2,488,479
- Net increase / (decrease)
- $1,297,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $28,747 | $0 | 2023 |
| Merrill Lynch Retirement & Benefit | NONE | $25,198 | not reported in the loaded dataset | 2023 |
| Chiampou Travis Besaw And Kershner | NONE | $5,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Benchmark Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Amherst, NY
- Ascensus LLC — Schedule C compensation
- Merrill Lynch Retirement & Benefit — Schedule C compensation
- Chiampou Travis Besaw And Kershner — Schedule C compensation