2023 Form 5500 filing — Btm Company LLC Employees' 401(K) Plan And Trust
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 20240913133630NAL0011732241001) for Btm Company LLC Employees' 401(K) Plan And Trust, reported by Btm Company LLC under EIN 47-3651348 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913133630NAL0011732241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Btm Company LLC
- EIN
- 47-3651348
- Plan number
- 001
- Location
- Marysville, MI
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,490,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,490,617
- Employer contributions
- $269,613
- Participant contributions
- $561,154
- Total income / additions
- $2,382,660
- Benefits paid
- $1,198,140
- Administrative expenses
- $23,809
- Total expenses
- $1,236,759
- Net increase / (decrease)
- $1,145,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,483 | $0 |