Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL 401(k) Plan

What public Form 5500 filings show about the WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL 401(k) plan — and how to find and check your own account.

Plan assets
$170K
Participants
3
Plans on file
1

The WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL 401(k) on its latest Form 5500

WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL (EIN 84-4324940) reports BUCHANAN FINANCIAL 401(K) PLAN on its most recent Form 5500, with $170K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL filing — schedules, fees, and providers.

Who runs the WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL 401(k)?

WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIALHR for the recordkeeper’s name and login.

How to check your WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL — all Form 5500 filings (EIN 84-4324940) · Texas employer EIN lookup · Form 5500 search
WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL 401(k) Plan — Form 5500