2023 Form 5500 filing — Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing 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 20241011170839NAL0012791075001) for Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing Plan, reported by Buttonwillow Warehouse Company, Inc. under EIN 77-0547238 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170839NAL0012791075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buttonwillow Warehouse Company, Inc.
- EIN
- 77-0547238
- Plan number
- 001
- Location
- Buttonwillow, CA
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,778,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,778,360
- Participant contributions
- $931,494
- Total income / additions
- $3,387,075
- Benefits paid
- $775,731
- Administrative expenses
- $80,538
- Total expenses
- $890,036
- Net increase / (decrease)
- $2,497,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $42,196 | not reported in the loaded dataset |
| Transamerica Financial | RECORDKEEPER | $36,592 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $1,750 | $46 |