Buckles-Smith Electric Co. Savings And Investment Plan — Form 5500 plan (Buckles-Smith Electric 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, Buckles-Smith Electric Co. Savings And Investment Plan is a benefit plan reported by Buckles-Smith Electric Company under EIN 94-1460248 and plan number 003. The latest loaded filing year is 2023. The filing reports 200 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants200Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$120.3K2 Schedule C provider row(s)$120,295
Plan sponsor
Buckles-Smith Electric Company
EIN
94-1460248
Plan number
003
Plan type
2
Location
Santa Clara, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    200 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.

Money in vs. money out
Total income / additions$4.3M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$383K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$16,130,800

Income & contributions

Employer contributions
$383,029
Participant contributions
$1,109,226
Total contributions
$1,586,457
Total income / additions
$4,295,945

Expenses & distributions

Benefits paid
$3,369,775
Administrative expenses
$120,295
Total expenses
$3,490,070
Net increase / (decrease)
$805,875
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 26%Participant 74%
Benefits paid ÷ total income78%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $78.2K · Indirect $0
  2. 2
    BROKER · Direct $42.1K

What to inspect next

Frequently asked questions

Who sponsors the Buckles-Smith Electric Co. Savings And Investment Plan?
Buckles-Smith Electric Co. Savings And Investment Plan is reported as sponsored by Buckles-Smith Electric Company (EIN 94-1460248, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Buckles-Smith Electric Co. Savings And Investment Plan?
The latest Form 5500 filing year loaded for Buckles-Smith Electric Co. Savings And Investment Plan is 2023.
How many participants does Buckles-Smith Electric Co. Savings And Investment Plan report?
Buckles-Smith Electric Co. Savings And Investment Plan reports 200 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Buckles-Smith Electric Co. Savings And Investment Plan?
Buckles-Smith Electric Co. Savings And Investment Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages