Plan5500

Btas, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Btas, Inc.)

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, Btas, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Btas, Inc. under EIN 31-1431073 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $12,539,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Btas, Inc.
EIN
31-1431073
Plan number
002
Plan type
2
Location
Beavercreek, OH
Latest filing year
2023
Participants
231
End-of-year plan assets
$12,539,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20240917092304NAL0004786400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,539,116
Total liabilities (EOY)
$0
Net assets (EOY)
$12,539,116
Net assets (BOY)
$12,087,395

Income & contributions

Employer contributions
$178,921
Participant contributions
$705,088
Total contributions
$931,080
Total income / additions
$2,687,176

Expenses & distributions

Benefits paid
$2,233,656
Administrative expenses
$1,799
Total expenses
$2,235,455
Net increase / (decrease)
$451,721

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duvall & AssociatesAUDITOR$7,744not reported in the loaded dataset2023
Park Avenue Securities, LLCBROKER/ADVISOR$0not reported in the loaded dataset2023
Fidelity Investments Inst. OperatioRECORDKEEPER-$5,945not reported in the loaded dataset2023

Related Form 5500 pages