Peter Dan Butler Ii 401(K) Plan — Form 5500 plan (Peter Butler Properties, 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, Peter Dan Butler Ii 401(K) Plan is a benefit plan reported by Peter Butler Properties, Inc. under EIN 83-3543718 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $2,243,851 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.2MPlan net assets, end of year$2,243,851
Participants3Covered participants reported
Assets / participant$748KComputed: assets ÷ participants$747,950 (computed)
Provider compensationNone reported
Plan sponsor
Peter Butler Properties, Inc.
EIN
83-3543718
Plan number
003
Plan type
2
Location
Pebble Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241014202013NAL0055066930001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$283.7K
Total expenses$10.4K
Benefits paid / distributions$0
Contributions
Employer$26.8K
Participant$60K
Full reported line items

Net assets

Total assets (EOY)
$2,243,851
Total liabilities (EOY)
$0
Net assets (EOY)
$2,243,851
Net assets (BOY)
$1,970,581

Income & contributions

Employer contributions
$26,794
Participant contributions
$60,000
Total income / additions
$283,658

Expenses & distributions

Benefits paid
$0
Administrative expenses
$10,388
Total expenses
$10,388
Net increase / (decrease)
$273,270
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages