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 Cash Balance Pension Plan is a benefit plan reported by Buchalter, A Professional Corporation under EIN 95-2640846 and plan number 003. The latest loaded filing year is 2023. The filing reports 124 participants and $30,181,195 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,181,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,181,195
- Net assets (BOY)
- $23,247,286
Income & contributions
- Employer contributions
- $6,581,596
- Participant contributions
- $0
- Total contributions
- $6,581,596
- Total income / additions
- $8,291,374
Expenses & distributions
- Benefits paid
- $1,230,647
- Administrative expenses
- $126,818
- Total expenses
- $1,357,465
- Net increase / (decrease)
- $6,933,909