2023 Form 5500 filing — J. R. Butler Inc. 401k 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 20241014133608NAL0052456562001) for J. R. Butler Inc. 401k Plan, reported by J. R. Butler Inc. under EIN 84-1276803 and plan number 001. It reports 245 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)$8MReported net assets$8,008,131

Participants245

Provider compensation$11.6K1 Schedule C row(s)$11,622

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014133608NAL0052456562001
Plan sponsor: J. R. Butler Inc.
EIN: 84-1276803
Plan number: 001
Location: Englewood, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$8M total assets

Net assets$8MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$341.5K

Participant$639.1K

Full reported line items

Total assets (EOY): $8,008,131
Total liabilities (EOY): $0
Net assets (EOY): $8,008,131
Employer contributions: $341,485
Participant contributions: $639,140
Total income / additions: $2,252,720
Benefits paid: $1,442,906
Administrative expenses: $1,695
Total expenses: $1,445,176
Net increase / (decrease): $807,544

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
American United Life Insurance Co$11.6K
NONE · Direct $1.5K · Indirect $10.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014133608NAL0052456562001 cover?: It is the 2023 Form 5500 filing for J. R. Butler Inc. 401k Plan, reported by J. R. Butler Inc. (EIN 84-1276803).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).