2023 Form 5500 filing — Buildertrend Solutions, 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 20241012090604NAL0047336850001) for Buildertrend Solutions, Inc. 401(K) Plan, reported by Buildertrend Solutions, Inc. under EIN 20-5132639 and plan number 001. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012090604NAL0047336850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buildertrend Solutions, Inc.
- EIN
- 20-5132639
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,784,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,784,271
- Employer contributions
- $2,840,769
- Participant contributions
- $6,331,408
- Total income / additions
- $16,975,847
- Benefits paid
- $2,876,794
- Administrative expenses
- $236,960
- Total expenses
- $3,113,754
- Net increase / (decrease)
- $13,862,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $236,959 | $0 |
| Bridges Investment Management Inc | INVESTMENT ADVISORY | $0 | $91,738 |
| Benefit Plans Inc | OTHER SERVICES | $0 | $1,378 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |