Bunting Group, Inc. 401(K) Plan — Form 5500 plan (Bunting 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, Bunting Group, Inc. 401(K) Plan is a benefit plan reported by Bunting Group, Inc. under EIN 36-2485502 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $19,573,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bunting Group, Inc.
- EIN
- 36-2485502
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, KS
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $19,573,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20240918052859NAL0003886001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,573,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,573,807
- Net assets (BOY)
- $16,997,633
Income & contributions
- Employer contributions
- $338,490
- Participant contributions
- $1,201,517
- Total contributions
- $1,776,660
- Total income / additions
- $4,704,502
Expenses & distributions
- Benefits paid
- $2,061,366
- Administrative expenses
- $60,971
- Total expenses
- $2,128,328
- Net increase / (decrease)
- $2,576,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $25,595 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $18,338 | $0 | 2023 |
| Mariner Retirement Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $17,038 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bunting Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Newton, KS
- Adp, Inc. — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Mariner Retirement Advisors, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation