2023 Form 5500 filing — The H. E. Butt Foundation 403(B) Savings 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 20241015152728NAL0016750259004) for The H. E. Butt Foundation 403(B) Savings Plan, reported by The H. E. Butt Foundation under EIN 74-1239819 and plan number 003. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.9MReported net assets$7,869,675
Participants171
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015152728NAL0016750259004
- Plan sponsor
- The H. E. Butt Foundation
- EIN
- 74-1239819
- Plan number
- 003
- Location
- Kerrville, TX
- 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)$7.9M total assets
Net assets$7.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $7,869,675
- Net assets (EOY)
- $7,869,675
- Employer contributions
- $454,828
- Participant contributions
- $345,853
- Total income / additions
- $1,881,766
- Benefits paid
- $159,248
- Administrative expenses
- $1,258
- Total expenses
- $160,506
- Net increase / (decrease)
- $1,721,260