Original filing (PDF)20240603093852NAL0018045105001

BUCKNER AND KOUROFSKY

Name: BUCKNER AND KOUROFSKY — BUCKNER AND KOUROFSKY SIMPLIFIED 401(K) PROFIT SHARING P, Form 5500 (2023)
Creator: BUCKNER AND KOUROFSKY

Form 5500-SF

FILING_RECEIVED

BUCKNER AND KOUROFSKY SIMPLIFIED 401(K) PROFIT SHARING P

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUCKNER AND KOUROFSKY.

Plan sponsor

Name

BUCKNER AND KOUROFSKY

EIN

16-1447910

Address

1 SOUTH WASHINGTON STREET · SUITE 100 · ROCHESTER, NY · 14614

Phone

(585) 232-8314

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-07

Filed

2024-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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