Butler-Fairman & Seufert, Inc. 401(K)/ Profit Sharing Plan — Form 5500 plan (Butler, Fairman And Seufert, Incorporated)
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-Fairman & Seufert, Inc. 401(K)/ Profit Sharing Plan is a benefit plan reported by Butler, Fairman And Seufert, Incorporated under EIN 35-1063590 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $73,256,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler, Fairman And Seufert, Incorporated
- EIN
- 35-1063590
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $73,256,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20250711080617NAL0007138145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,256,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,256,545
- Net assets (BOY)
- $56,260,109
Income & contributions
- Employer contributions
- $1,767,862
- Participant contributions
- $2,035,210
- Total contributions
- $3,860,022
- Total income / additions
- $20,078,572
Expenses & distributions
- Benefits paid
- $2,966,283
- Administrative expenses
- $115,853
- Total expenses
- $3,082,136
- Net increase / (decrease)
- $16,996,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,853 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $60,640 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butler, Fairman And Seufert, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation