Btm Company LLC Employees' 401(K) Plan And Trust — Form 5500 plan (Btm Company LLC)
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, Btm Company LLC Employees' 401(K) Plan And Trust is a benefit plan reported by Btm Company LLC under EIN 47-3651348 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $10,490,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Btm Company LLC
- EIN
- 47-3651348
- Plan number
- 001
- Plan type
- 2
- Location
- Marysville, MI
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $10,490,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240913133630NAL0011732241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,490,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,490,617
- Net assets (BOY)
- $9,344,716
Income & contributions
- Employer contributions
- $269,613
- Participant contributions
- $561,154
- Total contributions
- $830,767
- Total income / additions
- $2,382,660
Expenses & distributions
- Benefits paid
- $1,198,140
- Administrative expenses
- $23,809
- Total expenses
- $1,236,759
- Net increase / (decrease)
- $1,145,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,483 | $0 | 2023 |