Buchanan Advisors, Inc. 401k Plan — Form 5500 plan (Buchanan Advisors, 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, Buchanan Advisors, Inc. 401k Plan is a benefit plan reported by Buchanan Advisors, Inc. under EIN 68-0413590 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $2,931,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buchanan Advisors, Inc.
- EIN
- 68-0413590
- Plan number
- 002
- Plan type
- 2
- Location
- Mill Valley, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,931,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241011155254NAL0037571312001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,931,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,931,159
- Net assets (BOY)
- $4,429,763
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$121,401
Expenses & distributions
- Benefits paid
- $1,377,103
- Administrative expenses
- $0
- Total expenses
- $1,377,203
- Net increase / (decrease)
- -$1,498,604
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.