Buchanan Hauling 401(K) Plan — Form 5500 plan (Buchanan Hauling & Rigging, 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 Hauling 401(K) Plan is a benefit plan reported by Buchanan Hauling & Rigging, Inc. under EIN 35-2067792 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $11,020,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buchanan Hauling & Rigging, Inc.
EIN
35-2067792
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
408
End-of-year plan assets
$11,020,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20240927083209NAL0001082387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,020,856
Total liabilities (EOY)
$0
Net assets (EOY)
$11,020,856
Net assets (BOY)
$7,822,262

Income & contributions

Employer contributions
$785,484
Participant contributions
$1,458,949
Total contributions
$2,997,289
Total income / additions
$4,625,190

Expenses & distributions

Benefits paid
$1,384,957
Administrative expenses
$41,639
Total expenses
$1,426,596
Net increase / (decrease)
$3,198,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner & SmiFINANCIAL ADVISOR$34,368$02023
Adp Retirement ServicesRECORDKEEPER$7,271$02023

Related Form 5500 pages