Buechel Stone Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Buechel Stone Corp.)
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, Buechel Stone Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Buechel Stone Corp. under EIN 39-1270314 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $4,358,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buechel Stone Corp.
- EIN
- 39-1270314
- Plan number
- 001
- Plan type
- 2
- Location
- Chilton, WI
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $4,358,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241001140711NAL0006914881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,358,949
- Total liabilities (EOY)
- $11,392
- Net assets (EOY)
- $4,347,557
- Net assets (BOY)
- $3,590,401
Income & contributions
- Employer contributions
- $12,418
- Participant contributions
- $287,477
- Total contributions
- $302,337
- Total income / additions
- $843,796
Expenses & distributions
- Benefits paid
- $56,698
- Administrative expenses
- $29,942
- Total expenses
- $86,640
- Net increase / (decrease)
- $757,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $15,673 | $0 | 2023 |
| Wilshire Associates, Inc. | FINANCIAL ADVISOR | $14,269 | not reported in the loaded dataset | 2023 |