2023 Form 5500 filing — Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing 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 20241011170839NAL0012791075001) for Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing Plan, reported by Buttonwillow Warehouse Company, Inc. under EIN 77-0547238 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.8MReported net assets$15,778,360
Participants259
Provider compensation$80.6K3 Schedule C row(s)$80,584
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011170839NAL0012791075001
Plan sponsor
Buttonwillow Warehouse Company, Inc.
EIN
77-0547238
Plan number
001
Location
Buttonwillow, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$890K
Benefits paid / distributions$775.7K
Contributions
EmployerNot reported
Participant$931.5K
Full reported line items
Total assets (EOY)
$15,778,360
Total liabilities (EOY)
$0
Net assets (EOY)
$15,778,360
Participant contributions
$931,494
Total income / additions
$3,387,075
Benefits paid
$775,731
Administrative expenses
$80,538
Total expenses
$890,036
Net increase / (decrease)
$2,497,039

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY$42,196not reported in the loaded dataset
Transamerica FinancialRECORDKEEPER$36,592$0
Futureplan By AscensusRECORDKEEPER$1,750$46

Related Form 5500 pages