Bucher & Christian Consulting, Inc. 401(K) Plan — Form 5500 plan (Bucher & Christian Consulting, 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, Bucher & Christian Consulting, Inc. 401(K) Plan is a benefit plan reported by Bucher & Christian Consulting, Inc under EIN 35-2049936 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,869 participants and $17,627,668 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.5MPlan net assets, end of year$17,521,678
Participants3.9KCovered participants reported3,869
Assets / participant$4.6KComputed: assets ÷ participants$4,556 (computed)
Provider compensation$76.4K1 Schedule C provider row(s)$76,412
Plan sponsor
Bucher & Christian Consulting, Inc
EIN
35-2049936
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,869 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.6M total assets
Net assets$17.5MLiabilities$106K
Money in vs. money out
Total income / additions$6.5M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
EmployerNot reported
Participant$3.3M
Full reported line items

Net assets

Total assets (EOY)
$17,627,668
Total liabilities (EOY)
$105,990
Net assets (EOY)
$17,521,678
Net assets (BOY)
$14,371,575

Income & contributions

Participant contributions
$3,274,370
Total contributions
$3,798,411
Total income / additions
$6,483,431

Expenses & distributions

Benefits paid
$3,256,916
Administrative expenses
$76,412
Total expenses
$3,333,328
Net increase / (decrease)
$3,150,103
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $76.4K · Indirect $0

Related Form 5500 pages