2023 Form 5500 filing — Butler Weihmuller Katz Craig Llp Retirement Savings 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 20240731133834NAL0021575505001) for Butler Weihmuller Katz Craig Llp Retirement Savings Plan, reported by Butler Weihmuller Katz Craig, Llp under EIN 59-2328807 and plan number 001. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731133834NAL0021575505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler Weihmuller Katz Craig, Llp
- EIN
- 59-2328807
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,385,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,385,132
- Employer contributions
- $1,559,975
- Participant contributions
- $2,704,491
- Total income / additions
- $15,443,062
- Benefits paid
- $4,246,654
- Administrative expenses
- $56,879
- Total expenses
- $4,303,533
- Net increase / (decrease)
- $11,139,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $140,390 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $0 | $63,685 |
| Southern Pension Services | CONTRACT ADMINISTRATOR | $31,643 | $5,041 |
| Ascensus | OTHER SERVICES | $0 | $1,852 |