401k Plan data: BUCHANAN PARTNER CORPORATION 401(K) PLAN plan

BUCHANAN PARTNER CORPORATION 401(K) PLAN 401k Plan overview

Plan Name	BUCHANAN PARTNER CORPORATION 401(K) PLAN
Plan identification number	001

BUCHANAN PARTNER CORPORATION 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.

401k Sponsoring company profile

BUCHANAN PARTNERS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BUCHANAN PARTNERS CORPORATION

Employer identification number (EIN): 843425940

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHANAN PARTNER CORPORATION 401(K) 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

Plan Statistics for BUCHANAN PARTNER CORPORATION 401(K) PLAN

401k plan membership statisitcs for BUCHANAN PARTNER CORPORATION 401(K) PLAN

Measure Date Value
2023: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 24
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 22
Total of all active and inactive participants 2023-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 46
Number of participants with account balances 2023-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
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 10
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
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 12
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 50
Number of participants with account balances 2021-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 36
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 11
Total of all active and inactive participants 2020-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 47
Number of participants with account balances 2020-01-01 46

Measure	Date	Value
2023: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	24
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	22
Total of all active and inactive participants	2023-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	46
Number of participants with account balances	2023-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
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	10
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
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	12
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	50
Number of participants with account balances	2021-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	36
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	11
Total of all active and inactive participants	2020-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	47
Number of participants with account balances	2020-01-01	46

Financial Data on BUCHANAN PARTNER CORPORATION 401(K) PLAN

Measure	Date	Value
2023 : BUCHANAN PARTNER CORPORATION 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,890,252
Expenses. Total of all expenses incurred	2023-12-31	$963,086
Benefits paid (including direct rollovers)	2023-12-31	$961,901
Total plan assets at end of year	2023-12-31	$8,460,205
Total plan assets at beginning of year	2023-12-31	$7,533,039
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$280,776
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$34,240
Other income received	2023-12-31	$1,465,929
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$927,166
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,460,205
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,533,039
Assets. Value of participant loans	2023-12-31	$71,168
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$109,307
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$985
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$200
2022 : BUCHANAN PARTNER CORPORATION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-989,317
Expenses. Total of all expenses incurred	2022-12-31	$76,276
Benefits paid (including direct rollovers)	2022-12-31	$75,851
Total plan assets at end of year	2022-12-31	$7,533,039
Total plan assets at beginning of year	2022-12-31	$8,598,632
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$403,955
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$28,511
Other income received	2022-12-31	$-1,560,228
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,065,593
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,533,039
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,598,632
Assets. Value of participant loans	2022-12-31	$87,084
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$138,445
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$425
2021 : BUCHANAN PARTNER CORPORATION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,776,974
Expenses. Total of all expenses incurred	2021-12-31	$26,469
Benefits paid (including direct rollovers)	2021-12-31	$21,242
Total plan assets at end of year	2021-12-31	$8,598,632
Total plan assets at beginning of year	2021-12-31	$6,848,127
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$364,411
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$534
Other income received	2021-12-31	$1,278,729
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,750,505
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,598,632
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,848,127
Assets. Value of participant loans	2021-12-31	$55,418
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$133,300
Value of certain deemed distributions of participant loans	2021-12-31	$4,852
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$375
2020 : BUCHANAN PARTNER CORPORATION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,893,765
Expenses. Total of all expenses incurred	2020-12-31	$82,332
Benefits paid (including direct rollovers)	2020-12-31	$82,207
Total plan assets at end of year	2020-12-31	$6,848,127
Total plan assets at beginning of year	2020-12-31	$5,036,694
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$352,806
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$461,815
Other income received	2020-12-31	$955,973
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,811,433
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,848,127
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,036,694
Assets. Value of participant loans	2020-12-31	$70,775
Total contributions received or receivable from employer(s)	2020-12-31	$123,171
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$125

Form 5500 Responses for BUCHANAN PARTNER CORPORATION 401(K) PLAN

2023: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BUCHANAN PARTNER CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BUCHANAN PARTNER CORPORATION 401(K) 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BUCHANAN PARTNER CORPORATION 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BUCHANAN PARTNERS, LLC 401(K) PLAN [EIN = 522086838]

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Company Name:	BUCHANAN PARTNERS CORPORATION
Employer identification number (EIN):	843425940
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate