The Retirement Plan For Employees Of Bush Brothers & Company — Form 5500 plan (Bush Brothers & 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, The Retirement Plan For Employees Of Bush Brothers & Company is a benefit plan reported by Bush Brothers & Company under EIN 62-0145910 and plan number 001. The latest loaded filing year is 2023. The filing reports 725 participants and $219,197,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bush Brothers & Company
- EIN
- 62-0145910
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 725
- End-of-year plan assets
- $219,197,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 725 | H, C | 20240718080003NAL0009131408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,197,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,197,992
- Net assets (BOY)
- $196,259,255
Income & contributions
- Employer contributions
- $6,692,901
- Total contributions
- $6,692,901
- Total income / additions
- $35,878,903
Expenses & distributions
- Benefits paid
- $11,489,744
- Administrative expenses
- $1,450,422
- Total expenses
- $12,940,166
- Net increase / (decrease)
- $22,938,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $1,330,231 | not reported in the loaded dataset | 2023 |
| Regions Morgan Keegan Trust | NONE | $114,968 | not reported in the loaded dataset | 2023 |