Buckingham, Doolittle & Burroughs, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Buckingham, Doolittle & Burroughs)
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, Buckingham, Doolittle & Burroughs, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Buckingham, Doolittle & Burroughs under EIN 34-1832611 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $55,358,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buckingham, Doolittle & Burroughs
- EIN
- 34-1832611
- Plan number
- 002
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $55,358,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241014180326NAL0026901489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,358,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,358,723
- Net assets (BOY)
- $52,172,416
Income & contributions
- Employer contributions
- $677,500
- Participant contributions
- $1,515,313
- Total contributions
- $2,748,260
- Total income / additions
- $9,847,165
Expenses & distributions
- Benefits paid
- $6,543,423
- Administrative expenses
- $117,435
- Total expenses
- $6,660,858
- Net increase / (decrease)
- $3,186,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $67,810 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,983 | $0 | 2023 |
| Apple Growth Partners | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Dynamic Advisor Solutions | CONSULTANT | $8,951 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Buckingham, Doolittle & Burroughs
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Cbiz Investment Advisory Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Apple Growth Partners — Schedule C compensation
- Dynamic Advisor Solutions — Schedule C compensation