Buck Knives, Inc. Profit Sharing And Retirement Plan — Form 5500 plan (Buck Knives, 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, Buck Knives, Inc. Profit Sharing And Retirement Plan is a benefit plan reported by Buck Knives, Inc. under EIN 95-2129305 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $11,071,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buck Knives, Inc.
- EIN
- 95-2129305
- Plan number
- 001
- Plan type
- 2
- Location
- Post Falls, ID
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $11,071,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241015105348NAL0057088610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,071,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,071,818
- Net assets (BOY)
- $10,106,448
Income & contributions
- Employer contributions
- $146,815
- Participant contributions
- $688,422
- Total contributions
- $855,550
- Total income / additions
- $2,554,869
Expenses & distributions
- Benefits paid
- $1,515,058
- Administrative expenses
- $71,941
- Total expenses
- $1,589,499
- Net increase / (decrease)
- $965,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,323 | $0 | 2023 |
| D A Davidson & Co Inc | INVESTMENT ADVISORY | $19,648 | $9 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Buck Knives, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Post Falls, ID
- Principal Life Insurance Company — Schedule C compensation
- D A Davidson & Co Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation