2023 Form 5500 filing — Butcherbox 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 20241012164927NAL0023718897001) for Butcherbox 401(K) Plan, reported by Butcherbox Opco, LLC under EIN 81-1450041 and plan number 001. It reports 251 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)$16.8MReported net assets$16,822,388
Participants251
Provider compensation$95.4K3 Schedule C row(s)$95,406
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012164927NAL0023718897001
Plan sponsor
Butcherbox Opco, LLC
EIN
81-1450041
Plan number
001
Location
Brighton, MA
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)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$2.1M
Participant$2.4M
Full reported line items
Total assets (EOY)
$16,822,388
Total liabilities (EOY)
$0
Net assets (EOY)
$16,822,388
Employer contributions
$2,124,147
Participant contributions
$2,411,468
Total income / additions
$7,836,431
Benefits paid
$1,288,595
Administrative expenses
$96,056
Total expenses
$1,387,262
Net increase / (decrease)
$6,449,169

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$49,206not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$43,500not reported in the loaded dataset
The Mandmarblestone Group LLCCONTRACT ADMIN$2,700not reported in the loaded dataset

Related Form 5500 pages