Buchanan Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Buchanan 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, Buchanan Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Buchanan Group, Inc. under EIN 35-1698600 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $22,421,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buchanan Group, Inc.
- EIN
- 35-1698600
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $22,421,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20241015160152NAL0015032579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,421,435
- Net assets (EOY)
- $22,421,435
- Net assets (BOY)
- $20,169,108
Income & contributions
- Employer contributions
- $502,495
- Participant contributions
- $964,252
- Total contributions
- $1,482,964
- Total income / additions
- $5,121,646
Expenses & distributions
- Benefits paid
- $2,742,149
- Administrative expenses
- $99,940
- Total expenses
- $2,869,319
- Net increase / (decrease)
- $2,252,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $51,112 | $0 | 2023 |
| Erisa Smart | NONE | $17,419 | $0 | 2023 |
| Lji Wealth Management, LLC | NONE | $17,415 | $0 | 2023 |
| American Pension Advisors, Ltd. | NONE | $13,994 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Buchanan Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Nationwide — Schedule C compensation
- Erisa Smart — Schedule C compensation
- Lji Wealth Management, LLC — Schedule C compensation
- American Pension Advisors, Ltd. — Schedule C compensation