Butler Bros. 401(K) Plan — Form 5500 plan (Butler Bros.)
Plain-English plan 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, Butler Bros. 401(K) Plan is a benefit plan reported by Butler Bros. under EIN 01-0227197 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $14,669,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler Bros.
- EIN
- 01-0227197
- Plan number
- 001
- Plan type
- 2
- Location
- Lewiston, ME
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $14,669,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241003071912NAL0010165457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,669,984
- Net assets (EOY)
- $14,669,984
- Net assets (BOY)
- $12,905,806
Income & contributions
- Employer contributions
- $260,156
- Participant contributions
- $798,565
- Total contributions
- $1,240,104
- Total income / additions
- $3,180,186
Expenses & distributions
- Benefits paid
- $1,365,077
- Administrative expenses
- $41,809
- Total expenses
- $1,416,008
- Net increase / (decrease)
- $1,764,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial | INVESTMENT ADVISOR | $32,713 | $0 | 2023 |
| The Vanguard Group | CUSTODIAN | $10,671 | $0 | 2023 |