Carl Buddig And Company Deferred Benefit Plan — Form 5500 plan (Carl Buddig And Company)

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, Carl Buddig And Company Deferred Benefit Plan is a benefit plan reported by Carl Buddig And Company under EIN 36-2169888 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,160 participants and $106,987,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carl Buddig And Company
EIN
36-2169888
Plan number
005
Plan type
2
Location
Homewood, IL
Latest filing year
2023
Participants
1,160
End-of-year plan assets
$106,987,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,160H, C20240930100414NAL0005413377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,987,762
Total liabilities (EOY)
$37,209
Net assets (EOY)
$106,950,553
Net assets (BOY)
$92,638,794

Income & contributions

Employer contributions
$2,334,033
Participant contributions
$3,510,498
Total contributions
$5,984,676
Total income / additions
$23,169,332

Expenses & distributions

Benefits paid
$8,715,915
Administrative expenses
$133,327
Total expenses
$8,849,242
Net increase / (decrease)
$14,320,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$83,108$02023
Clifton Larson Allen LlpNONE$17,430not reported in the loaded dataset2023

Related Form 5500 pages