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BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 401k Plan overview

Plan NameBUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN
Plan identification number 001

BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

BUCKINGHAM MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:BUCKINGHAM MANAGEMENT LLC
Employer identification number (EIN):351932656
NAIC Classification:531310

Additional information about BUCKINGHAM MANAGEMENT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4142855

More information about BUCKINGHAM MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EMILY DAVIS
0012016-01-01EMILY DAVIS
0012016-01-01
0012015-01-01EMILY DAVIS
0012015-01-01EMILY DAVIS
0012014-01-01EMILY M. DAVIS EMILY M. DAVIS2015-10-11
0012013-01-01EMILY DAVIS
0012012-01-01KRISTEN SANDERS
0012011-01-01KRISTEN SANDERS
0012010-01-01KRISTEN SANDERS
0012009-01-01ALEXANDRA JACKIW KRISTEN SANDERS2011-02-08
0012009-01-01KRISTEN SANDERS
0012009-01-01KRISTEN SANDERS

Plan Statistics for BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN

401k plan membership statisitcs for BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN

Measure Date Value
2022: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01510
Total number of active participants reported on line 7a of the Form 55002022-01-01304
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01278
Total of all active and inactive participants2022-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01595
Number of participants with account balances2022-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01112
2021: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01510
Total number of active participants reported on line 7a of the Form 55002021-01-01297
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01183
Total of all active and inactive participants2021-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01492
Number of participants with account balances2021-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01352
Total number of active participants reported on line 7a of the Form 55002020-01-01266
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01222
Total of all active and inactive participants2020-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01500
Number of participants with account balances2020-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01319
Total number of active participants reported on line 7a of the Form 55002019-01-01274
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01343
Number of participants with account balances2019-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0186
2018: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01322
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01305
Number of participants with account balances2018-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0175
2017: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01235
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0174
2016: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01283
Total number of active participants reported on line 7a of the Form 55002016-01-01211
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01272
Number of participants with account balances2016-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0182
2015: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01620
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01275
Number of participants with account balances2015-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0165
2014: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01593
Total number of active participants reported on line 7a of the Form 55002014-01-01237
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01375
Total of all active and inactive participants2014-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01612
Number of participants with account balances2014-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0186
2013: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01575
Total number of active participants reported on line 7a of the Form 55002013-01-01258
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01319
Total of all active and inactive participants2013-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01577
Number of participants with account balances2013-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0174
2012: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01565
Total number of active participants reported on line 7a of the Form 55002012-01-01270
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01305
Total of all active and inactive participants2012-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01575
Number of participants with account balances2012-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01105
2011: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01501
Total number of active participants reported on line 7a of the Form 55002011-01-01329
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01235
Total of all active and inactive participants2011-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01565
Number of participants with account balances2011-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01124
2010: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01678
Total number of active participants reported on line 7a of the Form 55002010-01-01368
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01133
Total of all active and inactive participants2010-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01501
Number of participants with account balances2010-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0167
2009: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01350
Total number of active participants reported on line 7a of the Form 55002009-01-01650
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01678
Number of participants with account balances2009-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN

Measure Date Value
2022 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-79,840
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,899,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,815,891
Value of total corrective distributions2022-12-31$25,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,752,941
Value of total assets at end of year2022-12-31$9,752,176
Value of total assets at beginning of year2022-12-31$11,731,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,573
Total interest from all sources2022-12-31$3,626
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$155,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$155,745
Administrative expenses professional fees incurred2022-12-31$7,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,222,411
Participant contributions at end of year2022-12-31$54,837
Participant contributions at beginning of year2022-12-31$80,804
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$251,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,978,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,752,176
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,731,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,317,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,437,856
Interest on participant loans2022-12-31$3,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$379,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$212,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$212,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,992,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$279,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,815,891
Contract administrator fees2022-12-31$50,073
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2022-12-31351090346
2021 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,368,887
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$596,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$463,039
Value of total corrective distributions2021-12-31$56,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,102,200
Value of total assets at end of year2021-12-31$11,731,101
Value of total assets at beginning of year2021-12-31$9,959,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,244
Total interest from all sources2021-12-31$5,358
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$191,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$191,545
Administrative expenses professional fees incurred2021-12-31$16,950
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,099,271
Participant contributions at end of year2021-12-31$80,804
Participant contributions at beginning of year2021-12-31$108,018
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,772,092
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,731,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,959,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,437,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,766,379
Interest on participant loans2021-12-31$5,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$212,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$84,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$84,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,069,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$463,039
Contract administrator fees2021-12-31$60,294
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2021-12-31351090346
2020 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,583,003
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,523,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,475,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,297,488
Value of total assets at end of year2020-12-31$9,959,009
Value of total assets at beginning of year2020-12-31$8,899,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,918
Total interest from all sources2020-12-31$8,327
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$38,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$38,248
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,085,550
Participant contributions at end of year2020-12-31$108,018
Participant contributions at beginning of year2020-12-31$119,387
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$53,829
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$10,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,059,515
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,959,009
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,899,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,766,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,500,188
Interest on participant loans2020-12-31$8,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$84,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$215,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$215,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,238,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$205,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,475,570
Contract administrator fees2020-12-31$47,918
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ, SAPPER & MILLER
Accountancy firm EIN2020-12-31351090346
2019 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,159,762
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$612,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$569,573
Value of total corrective distributions2019-12-31$8,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,698,921
Value of total assets at end of year2019-12-31$8,899,494
Value of total assets at beginning of year2019-12-31$6,352,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,775
Total interest from all sources2019-12-31$8,036
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$48,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$48,738
Administrative expenses professional fees incurred2019-12-31$26,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$991,094
Participant contributions at end of year2019-12-31$119,387
Participant contributions at beginning of year2019-12-31$140,483
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$197,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$53,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$10,365
Total non interest bearing cash at beginning of year2019-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,547,045
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,899,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,352,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,500,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,034,377
Interest on participant loans2019-12-31$7,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$215,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$177,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$177,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,404,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$510,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$569,573
Contract administrator fees2019-12-31$8,275
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2019-12-31351090346
2018 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,058,790
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,093,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,058,993
Value of total corrective distributions2018-12-31$22,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,381,473
Value of total assets at end of year2018-12-31$6,352,449
Value of total assets at beginning of year2018-12-31$6,387,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,085
Total interest from all sources2018-12-31$6,463
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$348,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$348,746
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$756,260
Participant contributions at end of year2018-12-31$140,483
Participant contributions at beginning of year2018-12-31$100,350
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$264,917
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,352,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,387,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,034,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,189,307
Interest on participant loans2018-12-31$6,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$177,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$97,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$97,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-677,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$360,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,058,993
Contract administrator fees2018-12-31$12,085
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2018-12-31351090346
2017 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,116,944
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$381,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$362,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,323,835
Value of total assets at end of year2017-12-31$6,387,221
Value of total assets at beginning of year2017-12-31$4,651,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,475
Total interest from all sources2017-12-31$3,268
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$177,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$177,427
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$750,560
Participant contributions at end of year2017-12-31$100,350
Participant contributions at beginning of year2017-12-31$86,426
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,307
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$221,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,735,419
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,387,221
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,651,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,189,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,500,563
Interest on participant loans2017-12-31$3,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$97,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$57,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$57,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$612,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$351,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$362,050
Contract administrator fees2017-12-31$19,475
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,789,793
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$592,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$572,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,483,725
Value of total assets at end of year2016-12-31$4,651,802
Value of total assets at beginning of year2016-12-31$3,454,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,682
Total interest from all sources2016-12-31$2,334
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$111,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$111,930
Administrative expenses professional fees incurred2016-12-31$12,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$657,340
Participant contributions at end of year2016-12-31$86,426
Participant contributions at beginning of year2016-12-31$63,246
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,307
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,956
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$512,731
Other income not declared elsewhere2016-12-31$18,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,197,134
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,651,802
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,454,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,500,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,353,937
Interest on participant loans2016-12-31$2,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$57,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$33,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$33,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$173,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$313,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$572,977
Contract administrator fees2016-12-31$7,682
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$0
Total income from all sources (including contributions)2015-12-31$674,792
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$548,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$491,451
Value of total corrective distributions2015-12-31$10,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$661,744
Value of total assets at end of year2015-12-31$3,454,668
Value of total assets at beginning of year2015-12-31$3,328,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,347
Total interest from all sources2015-12-31$2,512
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$123,294
Administrative expenses professional fees incurred2015-12-31$22,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$534,525
Participant contributions at end of year2015-12-31$63,246
Participant contributions at beginning of year2015-12-31$52,531
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,956
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,873
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,276,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$126,091
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,454,668
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,328,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,353,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$2,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$33,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-112,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$99,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$491,451
Contract administrator fees2015-12-31$24,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$697,303
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$377,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$351,448
Expenses. Certain deemed distributions of participant loans2014-12-31$1,819
Value of total corrective distributions2014-12-31$9,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$583,582
Value of total assets at end of year2014-12-31$3,328,577
Value of total assets at beginning of year2014-12-31$3,008,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,474
Total interest from all sources2014-12-31$3,322
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$283,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$283,050
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$301,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$485,198
Participant contributions at end of year2014-12-31$52,531
Participant contributions at beginning of year2014-12-31$32,435
Other income not declared elsewhere2014-12-31$525
Administrative expenses (other) incurred2014-12-31$14,474
Total non interest bearing cash at end of year2014-12-31$3,276,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$320,147
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,328,577
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,008,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,975,995
Interest on participant loans2014-12-31$3,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-173,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$351,448
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2014-12-31351090346
2013 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,069,807
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$868,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$851,661
Expenses. Certain deemed distributions of participant loans2013-12-31$11,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$613,267
Value of total assets at end of year2013-12-31$3,008,430
Value of total assets at beginning of year2013-12-31$2,807,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,975
Total interest from all sources2013-12-31$3,265
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$195,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$195,087
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$281,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$488,750
Participant contributions at end of year2013-12-31$32,435
Participant contributions at beginning of year2013-12-31$55,182
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,627
Other income not declared elsewhere2013-12-31$7
Administrative expenses (other) incurred2013-12-31$5,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$200,906
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,008,430
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,807,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,975,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,752,342
Interest on participant loans2013-12-31$3,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$258,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$94,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$851,661
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2012 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$902,369
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$562,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$534,741
Expenses. Certain deemed distributions of participant loans2012-12-31$12,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$603,680
Value of total assets at end of year2012-12-31$2,807,524
Value of total assets at beginning of year2012-12-31$2,467,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,881
Total interest from all sources2012-12-31$4,239
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$82,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$82,712
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$247,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$473,691
Participant contributions at end of year2012-12-31$55,182
Participant contributions at beginning of year2012-12-31$84,509
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,219
Administrative expenses (other) incurred2012-12-31$15,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$339,642
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,807,524
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,467,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,752,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,383,373
Interest on participant loans2012-12-31$4,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$211,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$96,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$534,741
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2012-12-31351090346
2011 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$553,357
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$142,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$113,896
Expenses. Certain deemed distributions of participant loans2011-12-31$1,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$620,256
Value of total assets at end of year2011-12-31$2,467,882
Value of total assets at beginning of year2011-12-31$2,057,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,343
Total interest from all sources2011-12-31$3,141
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$90,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$90,203
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$206,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$466,421
Participant contributions at end of year2011-12-31$84,509
Participant contributions at beginning of year2011-12-31$38,063
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,968
Other income not declared elsewhere2011-12-31$1
Administrative expenses (other) incurred2011-12-31$27,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$410,824
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,467,882
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,057,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,383,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,018,995
Interest on participant loans2011-12-31$3,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-160,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$113,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$113,896
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-12-31351090346
2010 : BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$748,044
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$67,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$64,056
Expenses. Certain deemed distributions of participant loans2010-12-31$674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$541,733
Value of total assets at end of year2010-12-31$2,057,058
Value of total assets at beginning of year2010-12-31$1,376,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,275
Total interest from all sources2010-12-31$2,032
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$33,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$33,369
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$398,724
Participant contributions at end of year2010-12-31$38,063
Participant contributions at beginning of year2010-12-31$17,747
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$60,600
Administrative expenses (other) incurred2010-12-31$2,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$681,039
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,057,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,376,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,018,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,358,272
Interest on participant loans2010-12-31$2,033
Interest earned on other investments2010-12-31$-1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$170,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$82,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$64,056
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2010-12-31351090346
2009 : BUCKINGHAM MANAGEMENT, 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 securities2009-12-31$0

Form 5500 Responses for BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN

2022: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BUCKINGHAM MANAGEMENT, LLC 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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