2023 Form 5500 filing — Butcherbox 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 20241012164927NAL0023718897001) for Butcherbox 401(K) Plan, reported by Butcherbox Opco, LLC under EIN 81-1450041 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012164927NAL0023718897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butcherbox Opco, LLC
- EIN
- 81-1450041
- Plan number
- 001
- Location
- Brighton, MA
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,822,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,822,388
- Employer contributions
- $2,124,147
- Participant contributions
- $2,411,468
- Total income / additions
- $7,836,431
- Benefits paid
- $1,288,595
- Administrative expenses
- $96,056
- Total expenses
- $1,387,262
- Net increase / (decrease)
- $6,449,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $49,206 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,500 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $2,700 | not reported in the loaded dataset |