Original filing (PDF)20230301100439NAL0002588160001

Budco Financial Services, LLC

Name: Budco Financial Services, LLC — Budco Financial, Form 5500 (2022)
Creator: Budco Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Budco Financial Services, LLC 401(k) Plan

401(k) retirement plan · Budco Financial Services, LLC's Budco Financial Services, LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph Finley signed Budco Financial Services, LLC's 2022 Form 5500 as plan administrator.

Joseph Finley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Budco Financial Services, LLC's EIN is 30-0753134.

EIN 30-0753134

Plan number 001

Plan year 2022

ACK ID 20230301100439NAL0002588160001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Budco Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Budco Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUDCO FINANCIAL SERVICES, LLC.

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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