Plan5500

Lake Butler, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lake Butler, FL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,583,905 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Lake Butler

  • 3 loaded plans hold $5.6M in reported assets across 2 sponsors.
  • The largest, Pritchett Trucking, Inc. 401(K) Plan, holds 89% of reported Lake Butler plan assets.
  • Plans cover 567 participants — about 189 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,583,905
Total reported assets$5.6M$5,583,905
Total reported participants567
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities—
Contributions & income
Employer contributions$95.5K
Participant contributions$290.6K
Total income / additions$750.7K
Expenses & distributions
Benefits paid / distributions$490.8K
Total expenses$498.2K
Net increase / (decrease)$252.4K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Butler, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Lake Butler market comparison

Largest plan share of assets89%Pritchett Trucking, Inc. 401(K) Plan
Participants per plan189Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lake Butler

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pritchett Trucking, Inc. 401(K) Plan$4.9M
    Pritchett Trucking, Inc. · 2023
  2. 2
    Nats Services Incorporated 401(K) Profit Sharing Plan$635.9K
    Nats Services Incorporated · 2023
  3. 3
    Pritchett Trucking Group Employee Plannot reported in the loaded dataset
    Pritchett Trucking, Inc. · 2023

Largest plans in Lake Butler → · Lake Butler plans by participants → · Lake Butler plans with financial data → · Lake Butler plans with provider compensation → · $1B+ plans in Lake Butler →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Butler, FL?
3 plan(s) reported by 2 sponsor(s) are loaded for Lake Butler, FL.

Related Form 5500 pages