Buckle 401(K) Plan — Form 5500 plan (The Buckle, 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, Buckle 401(K) Plan is a benefit plan reported by The Buckle, Inc. under EIN 47-0366193 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,358 participants and $178,277,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Buckle, Inc.
EIN
47-0366193
Plan number
001
Plan type
2
Location
Kearney, NE
Latest filing year
2023
Participants
3,358
End-of-year plan assets
$178,277,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,358H, C20241015094323NAL0029163489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$178,277,529
Total liabilities (EOY)
$0
Net assets (EOY)
$178,277,529
Net assets (BOY)
$148,688,415

Income & contributions

Employer contributions
$2,726,335
Participant contributions
$8,398,035
Total contributions
$11,544,129
Total income / additions
$39,567,742

Expenses & distributions

Benefits paid
$9,628,217
Administrative expenses
$350,036
Total expenses
$9,978,628
Net increase / (decrease)
$29,589,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersINVESTMENT ADVISORY$137,367$137,3672023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$212,669$02023

Related Form 5500 pages