2023 Form 5500 filing — Grumman/Butkus Associates, Ltd. Employee 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002212128NAL0004376067001) for Grumman/Butkus Associates, Ltd. Employee 401(K) Plan, reported by Enercon, Ltd. under EIN 36-2768271 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002212128NAL0004376067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enercon, Ltd.
- EIN
- 36-2768271
- Plan number
- 001
- Location
- Evanston, IL
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,021,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,021,390
- Employer contributions
- $762,123
- Participant contributions
- $1,903,867
- Total income / additions
- $10,756,292
- Benefits paid
- $2,316,083
- Administrative expenses
- $45,148
- Total expenses
- $2,361,231
- Net increase / (decrease)
- $8,395,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | DIRECTED TRUSTEE | $4 | $19,300 |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $17,438 | not reported in the loaded dataset |
| National Financial Partners | ADVISOR | $15,000 | not reported in the loaded dataset |
| Porte Brown LLC | ACCOUNTING | $12,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $11 | $0 |