Original filing (PDF)20250303073659NAL0005331505001

BUSH BROKERAGE & SALES, INC.

Name: BUSH BROKERAGE & SALES, INC. — BUSH BROKERAGE, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BUSH BROKERAGE & SALES, INC.

Form 5500-SF

FILING_RECEIVED

BUSH BROKERAGE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSH BROKERAGE & SALES, INC..

Plan sponsor

Name

BUSH BROKERAGE & SALES, INC.

EIN

65-0737392

Address

4211 NOCATEE LANE · FORT MYERS, FL · 33905

Phone

(239) 693-0062

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

GRAY & GORMAN ELECTRICAL SALES, LLC DBA E.L. FLOWERS & ASSOCIATES

E.L. FLOWERS & ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST

$4.0M · 10 participants

C & N AND ASSOCIATES INC

C & N AND ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN

$4.0M · 6 participants

VOSS METALS COMPANY, INC.

VOSS METALS COMPANY, INC. 401(K) PROFIT SHARING PLAN

$4.0M · 10 participants

MPM FOOD EQUIPMENT GROUP

MPM FOOD EQUIPMENT GROUP 401(K) PLAN

$4.0M · 24 participants

TWH - SOLUTIONS LLC