2023 Form 5500 filing — Builtwell Bancorp Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729112522NAL0019263025001) for Builtwell Bancorp Inc. 401(K) Plan, reported by Builtwell Bancorp Inc. under EIN 62-1104098 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729112522NAL0019263025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Builtwell Bancorp Inc.
- EIN
- 62-1104098
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,771,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,771,992
- Employer contributions
- $642,266
- Participant contributions
- $1,150,622
- Total income / additions
- $4,690,136
- Benefits paid
- $1,028,727
- Administrative expenses
- $84,058
- Total expenses
- $1,118,025
- Net increase / (decrease)
- $3,572,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $70,582 | $0 |
| Mauldin And Jenkins | SERVICE PROVIDER | $11,800 | not reported in the loaded dataset |