Buckingham Property Management 401(K) Plan — Form 5500 plan (Buckingham Property Management)
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, Buckingham Property Management 401(K) Plan is a benefit plan reported by Buckingham Property Management under EIN 94-2828492 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $8,780,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buckingham Property Management
- EIN
- 94-2828492
- Plan number
- 001
- Plan type
- 2
- Location
- Clovis, CA
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $8,780,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20250715181036NAL0003758032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,780,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,780,290
- Net assets (BOY)
- $7,330,558
Income & contributions
- Employer contributions
- $579,688
- Participant contributions
- $674,278
- Total contributions
- $1,253,966
- Total income / additions
- $3,079,643
Expenses & distributions
- Benefits paid
- $1,538,248
- Administrative expenses
- $89,319
- Total expenses
- $1,629,911
- Net increase / (decrease)
- $1,449,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $50,153 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $39,082 | not reported in the loaded dataset | 2023 |