401k Plan data: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN plan

BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BUCHANAN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: BUCHANAN GROUP, INC.

Employer identification number (EIN): 351698600

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 THEODORE E. MAU IV
001 2015-01-01 THEODORE E. MAU IV

Plan Statistics for BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 391
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 62
Total of all active and inactive participants 2023-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 454
Number of participants with account balances 2023-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 329
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 383
Number of participants with account balances 2022-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 283
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 315
Number of participants with account balances 2021-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 311
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 332
Number of participants with account balances 2020-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 304
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 323
Number of participants with account balances 2019-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 296
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 60
Total of all active and inactive participants 2018-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 356
Number of participants with account balances 2018-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 291
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 323
Number of participants with account balances 2017-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 313
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 344
Number of participants with account balances 2016-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 281
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 309
Number of participants with account balances 2015-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	391
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	62
Total of all active and inactive participants	2023-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	454
Number of participants with account balances	2023-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	329
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	383
Number of participants with account balances	2022-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	283
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	315
Number of participants with account balances	2021-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	311
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	332
Number of participants with account balances	2020-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	304
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	323
Number of participants with account balances	2019-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	296
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	60
Total of all active and inactive participants	2018-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	356
Number of participants with account balances	2018-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	291
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	323
Number of participants with account balances	2017-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	313
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	344
Number of participants with account balances	2016-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	281
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	309
Number of participants with account balances	2015-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$5,121,646
Total of all expenses incurred	2023-12-31	$2,869,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,742,149
Expenses. Certain deemed distributions of participant loans	2023-12-31	$27,230
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,482,964
Value of total assets at end of year	2023-12-31	$22,421,435
Value of total assets at beginning of year	2023-12-31	$20,169,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$99,940
Total interest from all sources	2023-12-31	$22,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$964,252
Participant contributions at end of year	2023-12-31	$445,264
Participant contributions at beginning of year	2023-12-31	$336,463
Participant contributions at end of year	2023-12-31	$27,379
Participant contributions at beginning of year	2023-12-31	$24,886
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$16,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,252,327
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$22,421,435
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$20,169,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$17,415
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$20,994,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$18,970,587
Interest on participant loans	2023-12-31	$22,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$925,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$819,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,615,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$502,495
Employer contributions (assets) at end of year	2023-12-31	$28,820
Employer contributions (assets) at beginning of year	2023-12-31	$17,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,742,149
Contract administrator fees	2023-12-31	$68,531
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2023-12-31	205520612
2022 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,199,971
Total of all expenses incurred	2022-12-31	$1,493,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,398,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,464,304
Value of total assets at end of year	2022-12-31	$20,169,108
Value of total assets at beginning of year	2022-12-31	$23,862,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$94,869
Total interest from all sources	2022-12-31	$13,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$16,183
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$962,777
Participant contributions at end of year	2022-12-31	$336,463
Participant contributions at beginning of year	2022-12-31	$215,192
Participant contributions at end of year	2022-12-31	$24,886
Participant contributions at beginning of year	2022-12-31	$23,247
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$13,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,693,029
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,169,108
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,862,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$16,179
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,970,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,158,698
Income. Interest from loans (other than to participants)	2022-12-31	$13,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$819,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$444,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,677,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$488,066
Employer contributions (assets) at end of year	2022-12-31	$17,842
Employer contributions (assets) at beginning of year	2022-12-31	$20,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,398,189
Contract administrator fees	2022-12-31	$62,507
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2022-12-31	205520612
2021 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,115,898
Total of all expenses incurred	2021-12-31	$970,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$870,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,407,402
Value of total assets at end of year	2021-12-31	$23,862,137
Value of total assets at beginning of year	2021-12-31	$19,716,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$100,024
Total interest from all sources	2021-12-31	$9,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$17,642
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$939,966
Participant contributions at end of year	2021-12-31	$215,192
Participant contributions at beginning of year	2021-12-31	$214,237
Participant contributions at end of year	2021-12-31	$23,247
Participant contributions at beginning of year	2021-12-31	$33,038
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,145,402
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,862,137
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,716,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,158,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,918,237
Interest on participant loans	2021-12-31	$9,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$444,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$529,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,699,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$463,252
Employer contributions (assets) at end of year	2021-12-31	$20,766
Employer contributions (assets) at beginning of year	2021-12-31	$22,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$870,472
Contract administrator fees	2021-12-31	$64,744
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2021-12-31	205520612
2020 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,371,617
Total of all expenses incurred	2020-12-31	$1,010,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$925,201
Expenses. Certain deemed distributions of participant loans	2020-12-31	$8,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,375,894
Value of total assets at end of year	2020-12-31	$19,716,735
Value of total assets at beginning of year	2020-12-31	$17,355,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,919
Total interest from all sources	2020-12-31	$13,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$886,925
Participant contributions at end of year	2020-12-31	$214,237
Participant contributions at beginning of year	2020-12-31	$281,799
Participant contributions at end of year	2020-12-31	$33,038
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$31,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,361,133
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,716,735
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,355,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,918,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,602,042
Interest on participant loans	2020-12-31	$13,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$529,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$466,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,982,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$457,770
Employer contributions (assets) at end of year	2020-12-31	$22,093
Employer contributions (assets) at beginning of year	2020-12-31	$5,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$925,201
Contract administrator fees	2020-12-31	$76,919
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2020-12-31	205520612
2019 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,285,313
Total of all expenses incurred	2019-12-31	$451,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$347,533
Expenses. Certain deemed distributions of participant loans	2019-12-31	$33,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,266,442
Value of total assets at end of year	2019-12-31	$17,355,602
Value of total assets at beginning of year	2019-12-31	$13,521,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$70,954
Total interest from all sources	2019-12-31	$30,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$833,765
Participant contributions at end of year	2019-12-31	$281,799
Participant contributions at beginning of year	2019-12-31	$395,705
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,833,707
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,355,602
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,521,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$12,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,602,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,951,826
Interest on participant loans	2019-12-31	$20,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$10,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$466,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$160,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,988,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$409,172
Employer contributions (assets) at end of year	2019-12-31	$5,475
Employer contributions (assets) at beginning of year	2019-12-31	$13,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$347,533
Contract administrator fees	2019-12-31	$58,334
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2019-12-31	205520612
2018 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$532,880
Total of all expenses incurred	2018-12-31	$461,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$367,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,103,854
Value of total assets at end of year	2018-12-31	$13,521,895
Value of total assets at beginning of year	2018-12-31	$13,450,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$93,892
Total interest from all sources	2018-12-31	$26,393
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$146,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$146,865
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$703,341
Participant contributions at end of year	2018-12-31	$395,705
Participant contributions at beginning of year	2018-12-31	$402,906
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,638
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$70,997
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,521,895
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,450,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$15,986
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,951,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,522,515
Interest on participant loans	2018-12-31	$18,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$525,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$525,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$160,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-744,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$388,875
Employer contributions (assets) at end of year	2018-12-31	$13,886
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$367,991
Contract administrator fees	2018-12-31	$77,906
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2018-12-31	205520612
2017 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,052,006
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$830,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$759,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$993,677
Value of total assets at end of year	2017-12-31	$13,450,898
Value of total assets at beginning of year	2017-12-31	$11,229,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$71,232
Total interest from all sources	2017-12-31	$21,217
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$496,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$496,230
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$599,923
Participant contributions at end of year	2017-12-31	$402,906
Participant contributions at beginning of year	2017-12-31	$389,877
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$41,682
Total non interest bearing cash at end of year	2017-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,221,286
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,450,898
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,229,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,522,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,358,527
Interest on participant loans	2017-12-31	$17,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$525,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$481,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$481,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,540,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$352,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$759,488
Contract administrator fees	2017-12-31	$71,232
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2017-12-31	205520612
2016 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,733,916
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$307,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$242,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$902,507
Value of total assets at end of year	2016-12-31	$11,229,612
Value of total assets at beginning of year	2016-12-31	$9,803,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$65,026
Total interest from all sources	2016-12-31	$15,899
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$311,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$311,058
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$570,155
Participant contributions at end of year	2016-12-31	$389,877
Participant contributions at beginning of year	2016-12-31	$296,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,425,987
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,229,612
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,803,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,358,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,057,366
Interest on participant loans	2016-12-31	$14,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$481,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$449,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$449,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$504,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$332,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$242,903
Contract administrator fees	2016-12-31	$65,026
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2016-12-31	205520612
2015 : BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,074
Total income from all sources (including contributions)	2015-12-31	$836,000
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,076,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,017,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$869,338
Value of total assets at end of year	2015-12-31	$9,803,625
Value of total assets at beginning of year	2015-12-31	$10,045,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$59,845
Total interest from all sources	2015-12-31	$13,324
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$387,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$387,316
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$517,853
Participant contributions at end of year	2015-12-31	$296,274
Participant contributions at beginning of year	2015-12-31	$309,680
Participant contributions at beginning of year	2015-12-31	$9
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$50,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,074
Total non interest bearing cash at beginning of year	2015-12-31	$1,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-240,981
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,803,625
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,044,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,057,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,287,489
Interest on participant loans	2015-12-31	$13,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$449,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$442,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$442,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-433,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$301,283
Employer contributions (assets) at beginning of year	2015-12-31	$4,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,017,136
Contract administrator fees	2015-12-31	$59,845
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	L.M. HENDERSON & CO. LLP
Accountancy firm EIN	2015-12-31	205520612

Form 5500 Responses for BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN

2023: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LA9H

Policy instance

Insurance contract or identification number	GAP-CP-LA9H
Number of Individuals Covered	11
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LA9H

Policy instance

Insurance contract or identification number	GAP-CP-LA9H
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LA9H

Policy instance

Insurance contract or identification number	GAP-CP-LA9H
Number of Individuals Covered	217
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LA9H

Policy instance

Insurance contract or identification number	GAP-CP-LA9H
Number of Individuals Covered	214
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LA9H

Policy instance

Insurance contract or identification number	GAP-CP-LA9H
Number of Individuals Covered	216
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LA9H

Policy instance

Insurance contract or identification number	GAP-CP-LA9H
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BUCHANAN GROUP, INC.
Employer identification number (EIN):	351698600
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers