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, Buchalter 401(K) Plan is a benefit plan reported by Buchalter, A Professional Corporation under EIN 95-2640846 and plan number 002. The latest loaded filing year is 2023. The filing reports 575 participants and $178,314,725 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,314,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,314,725
- Net assets (BOY)
- $150,081,999
Income & contributions
- Employer contributions
- $7,102,994
- Participant contributions
- $5,772,827
- Total contributions
- $14,743,837
- Total income / additions
- $38,506,920
Expenses & distributions
- Benefits paid
- $10,043,824
- Administrative expenses
- $307,035
- Total expenses
- $10,356,729
- Net increase / (decrease)
- $28,150,191