Byler Holdings 401(K) Plan — Form 5500 plan (Byler Holdings, 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, Byler Holdings 401(K) Plan is a benefit plan reported by Byler Holdings, LLC under EIN 84-2196708 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $2,328,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Byler Holdings, LLC
EIN
84-2196708
Plan number
001
Plan type
2
Location
Lebanon, PA
Latest filing year
2023
Participants
170
End-of-year plan assets
$2,328,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241008144704NAL0034127666001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,328,604
Total liabilities (EOY)
$0
Net assets (EOY)
$2,328,604
Net assets (BOY)
$1,927,760

Income & contributions

Employer contributions
$159,016
Participant contributions
$374,529
Total contributions
$615,381
Total income / additions
$850,457

Expenses & distributions

Benefits paid
$430,256
Administrative expenses
$19,357
Total expenses
$449,613
Net increase / (decrease)
$400,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Murray Wealth ManagementINVESTMENT MANAGER$21,057not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACTOR ADMINISTRATOR$5,829not reported in the loaded dataset2023

Related Form 5500 pages