401k Plan data: BUCHANAN PARTNERS, LLC 401(K) PLAN plan

BUCHANAN PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	BUCHANAN PARTNERS, LLC 401(K) PLAN
Plan identification number	001

BUCHANAN PARTNERS, LLC 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BUCHANAN PARTNERS, LLC

Employer identification number (EIN): 522086838

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHANAN PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 JOANNE HELFMAN
001 2017-01-01 JOANNE HELFMAN
001 2016-01-01 THERESA SCAFATE
001 2015-01-01 THERESA SCAFATE
001 2014-01-01 JOANNE HELFMAN
001 2013-01-01 THERESA SCAFATE
001 2012-01-01 BRIAN BENNINGHOFF THERESA SCAFATE 2013-10-15
001 2011-01-01 THERESA SCAFATE BRIAN BENNINGHOFF 2012-10-15
001 2009-01-01 BRIAN BENNINGHOFF THERESA SCAFATE 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	JOANNE HELFMAN
001	2017-01-01	JOANNE HELFMAN
001	2016-01-01	THERESA SCAFATE
001	2015-01-01	THERESA SCAFATE
001	2014-01-01	JOANNE HELFMAN
001	2013-01-01	THERESA SCAFATE
001	2012-01-01	BRIAN BENNINGHOFF	THERESA SCAFATE	2013-10-15
001	2011-01-01	THERESA SCAFATE	BRIAN BENNINGHOFF	2012-10-15
001	2009-01-01	BRIAN BENNINGHOFF	THERESA SCAFATE	2010-10-08

Plan Statistics for BUCHANAN PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for BUCHANAN PARTNERS, LLC 401(K) PLAN

Measure Date Value
2019: BUCHANAN PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 36
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 9
Total of all active and inactive participants 2019-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 45
Number of participants with account balances 2019-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BUCHANAN PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
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 10
Total of all active and inactive participants 2018-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 38
Number of participants with account balances 2018-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BUCHANAN PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BUCHANAN PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BUCHANAN PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BUCHANAN PARTNERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BUCHANAN PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 41
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BUCHANAN PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 33
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BUCHANAN PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BUCHANAN PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: BUCHANAN PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	36
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	9
Total of all active and inactive participants	2019-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	45
Number of participants with account balances	2019-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BUCHANAN PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
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	10
Total of all active and inactive participants	2018-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	38
Number of participants with account balances	2018-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BUCHANAN PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BUCHANAN PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUCHANAN PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BUCHANAN PARTNERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BUCHANAN PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	41
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUCHANAN PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	33
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BUCHANAN PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BUCHANAN PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BUCHANAN PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2019 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,402,170
Expenses. Total of all expenses incurred	2019-12-31	$143,130
Benefits paid (including direct rollovers)	2019-12-31	$142,579
Total plan assets at end of year	2019-12-31	$5,036,694
Total plan assets at beginning of year	2019-12-31	$3,777,654
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$307,029
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$977,108
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,259,040
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,036,694
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,777,654
Assets. Value of participant loans	2019-12-31	$77,798
Total contributions received or receivable from employer(s)	2019-12-31	$118,033
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$1
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$550
2018 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$78,019
Expenses. Total of all expenses incurred	2018-12-31	$13,108
Benefits paid (including direct rollovers)	2018-12-31	$12,658
Total plan assets at end of year	2018-12-31	$3,777,654
Total plan assets at beginning of year	2018-12-31	$3,712,743
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$234,520
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$41,107
Other income received	2018-12-31	$-289,143
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$64,911
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,777,654
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,712,743
Assets. Value of participant loans	2018-12-31	$60,266
Total contributions received or receivable from employer(s)	2018-12-31	$91,535
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$450
2017 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$887,172
Expenses. Total of all expenses incurred	2017-12-31	$37,812
Benefits paid (including direct rollovers)	2017-12-31	$37,537
Total plan assets at end of year	2017-12-31	$3,712,743
Total plan assets at beginning of year	2017-12-31	$2,863,383
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$218,333
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$585,612
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$849,360
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,712,743
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,863,383
Assets. Value of participant loans	2017-12-31	$31,520
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$83,227
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$275
2016 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$490,686
Expenses. Total of all expenses incurred	2016-12-31	$222,773
Benefits paid (including direct rollovers)	2016-12-31	$222,635
Total plan assets at end of year	2016-12-31	$2,863,383
Total plan assets at beginning of year	2016-12-31	$2,595,470
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$180,110
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$243,218
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$267,913
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,863,383
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,595,470
Assets. Value of participant loans	2016-12-31	$18,698
Total contributions received or receivable from employer(s)	2016-12-31	$67,358
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$138
2015 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$232,439
Expenses. Total of all expenses incurred	2015-12-31	$6,359
Benefits paid (including direct rollovers)	2015-12-31	$4,721
Total plan assets at end of year	2015-12-31	$2,595,470
Total plan assets at beginning of year	2015-12-31	$2,369,390
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$169,401
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$2,839
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$226,080
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,595,470
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,369,390
Assets. Value of participant loans	2015-12-31	$27,847
Total contributions received or receivable from employer(s)	2015-12-31	$60,199
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,638
2014 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$389,888
Expenses. Total of all expenses incurred	2014-12-31	$47,686
Benefits paid (including direct rollovers)	2014-12-31	$45,733
Total plan assets at end of year	2014-12-31	$2,369,390
Total plan assets at beginning of year	2014-12-31	$2,027,188
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$173,151
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$3,589
Other income received	2014-12-31	$141,848
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$342,202
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,369,390
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,027,188
Assets. Value of participant loans	2014-12-31	$14,679
Total contributions received or receivable from employer(s)	2014-12-31	$71,300
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,953
2013 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$592,626
Expenses. Total of all expenses incurred	2013-12-31	$8,532
Benefits paid (including direct rollovers)	2013-12-31	$1,072
Total plan assets at end of year	2013-12-31	$2,027,188
Total plan assets at beginning of year	2013-12-31	$1,443,094
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$169,636
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$352,245
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$584,094
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,027,188
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,443,094
Assets. Value of participant loans	2013-12-31	$21,985
Total contributions received or receivable from employer(s)	2013-12-31	$70,745
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$7,310
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
2012 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$266,248
Expenses. Total of all expenses incurred	2012-12-31	$287,590
Benefits paid (including direct rollovers)	2012-12-31	$279,441
Total plan assets at end of year	2012-12-31	$1,443,094
Total plan assets at beginning of year	2012-12-31	$1,464,436
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$92,718
Contributions received from other sources (not participants or employers)	2012-12-31	$2,408
Other income received	2012-12-31	$171,122
Net income (gross income less expenses)	2012-12-31	$-21,342
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,443,094
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,464,436
Assets. Value of participant loans	2012-12-31	$22,471
Value of corrective distributions	2012-12-31	$3,575
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,574
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,344
Expenses. Total of all expenses incurred	2011-12-31	$14,409
Benefits paid (including direct rollovers)	2011-12-31	$10,621
Total plan assets at end of year	2011-12-31	$1,464,436
Total plan assets at beginning of year	2011-12-31	$1,425,501
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$89,599
Other income received	2011-12-31	$-36,255
Net income (gross income less expenses)	2011-12-31	$38,935
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,464,436
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,425,501
Assets. Value of participant loans	2011-12-31	$3,493
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$263,235
Expenses. Total of all expenses incurred	2010-12-31	$30,325
Benefits paid (including direct rollovers)	2010-12-31	$23,662
Total plan assets at end of year	2010-12-31	$1,425,501
Total plan assets at beginning of year	2010-12-31	$1,192,591
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$74,942
Other income received	2010-12-31	$188,293
Net income (gross income less expenses)	2010-12-31	$232,910
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,425,501
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,192,591
Assets. Value of participant loans	2010-12-31	$5,354
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BUCHANAN PARTNERS, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BUCHANAN PARTNERS, LLC 401(K) PLAN

2019: BUCHANAN PARTNERS, LLC 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BUCHANAN PARTNERS, LLC 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BUCHANAN PARTNERS, LLC 401(K) 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	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 PARTNERS, LLC 401(K) 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 PARTNERS, LLC 401(K) 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
2014: BUCHANAN PARTNERS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BUCHANAN PARTNERS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BUCHANAN PARTNERS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BUCHANAN PARTNERS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BUCHANAN PARTNERS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BUCHANAN PARTNERS, LLC
Employer identification number (EIN):	522086838
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate