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, Shine, Stern & Partners, LLC 401(K) Plan is a benefit plan reported by Butler, Shine, Stern & Partners, LLC under EIN 35-2194998 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $16,060,984 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,060,984
- Total liabilities (EOY)
- $2,976
- Net assets (EOY)
- $16,058,008
- Net assets (BOY)
- $14,402,536
Income & contributions
- Employer contributions
- $97,555
- Participant contributions
- $471,762
- Total contributions
- $569,317
- Total income / additions
- $3,285,655
Expenses & distributions
- Benefits paid
- $1,618,412
- Administrative expenses
- $11,771
- Total expenses
- $1,630,183
- Net increase / (decrease)
- $1,655,472