Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Buttonwillow Warehouse Company, 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, Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Buttonwillow Warehouse Company, Inc. under EIN 77-0547238 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $15,778,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buttonwillow Warehouse Company, Inc.
- EIN
- 77-0547238
- Plan number
- 001
- Plan type
- 2
- Location
- Buttonwillow, CA
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $15,778,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241011170839NAL0012791075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,778,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,778,360
- Net assets (BOY)
- $13,281,321
Income & contributions
- Participant contributions
- $931,494
- Total contributions
- $980,721
- Total income / additions
- $3,387,075
Expenses & distributions
- Benefits paid
- $775,731
- Administrative expenses
- $80,538
- Total expenses
- $890,036
- Net increase / (decrease)
- $2,497,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $42,196 | not reported in the loaded dataset | 2023 |
| Transamerica Financial | RECORDKEEPER | $36,592 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $1,750 | $46 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Buttonwillow Warehouse Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Buttonwillow, CA
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- Transamerica Financial — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation