Plan5500

Aurubis Buffalo, Inc. 401(K) Retirement Plan — Form 5500 plan (Aurubis Buffalo, 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, Aurubis Buffalo, Inc. 401(K) Retirement Plan is a benefit plan reported by Aurubis Buffalo, Inc. under EIN 84-1148681 and plan number 005. The latest loaded filing year is 2023. The filing reports 204 participants and $42,922,318 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.9MPlan net assets, end of year$42,922,318
Participants204Covered participants reported
Assets / participant$210.4KComputed: assets ÷ participants$210,404 (computed)
Provider compensation$29.3K2 Schedule C provider row(s)$29,273
Plan sponsor
Aurubis Buffalo, Inc.
EIN
84-1148681
Plan number
005
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    204 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$42.9M total assets
Net assets$42.9MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$6M
Benefits paid / distributions$5.9M
Contributions
Employer$740.6K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$42,922,318
Total liabilities (EOY)
$0
Net assets (EOY)
$42,922,318
Net assets (BOY)
$39,766,158

Income & contributions

Employer contributions
$740,588
Participant contributions
$1,334,419
Total contributions
$2,111,287
Total income / additions
$9,122,606

Expenses & distributions

Benefits paid
$5,937,143
Administrative expenses
$29,303
Total expenses
$5,966,446
Net increase / (decrease)
$3,156,160
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Resources Investment Advisors LLC$15K
    ADVISOR · Direct $15K
  2. 2
    Fidelity Investments Institutional$14.3K
    RECORDKEEPER · Direct $14.3K · Indirect $0

Related Form 5500 pages