2023 Form 5500 filing — Butch'S Rathole & Anchor Service, 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 20241014090753NAL0043942384001) for Butch'S Rathole & Anchor Service, Inc. 401(K) Plan, reported by Butch'S Rathole & Anchor Service, Inc. under EIN 75-1714654 and plan number 002. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$13.9MReported net assets$13,853,126
Participants815
Provider compensation$72.1K3 Schedule C row(s)$72,115
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014090753NAL0043942384001
- Plan sponsor
- Butch'S Rathole & Anchor Service, Inc.
- EIN
- 75-1714654
- Plan number
- 002
- Location
- Lubbock, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,853,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,853,126
- Employer contributions
- $809,809
- Participant contributions
- $1,367,961
- Total income / additions
- $3,746,369
- Benefits paid
- $895,673
- Administrative expenses
- $74,438
- Total expenses
- $970,111
- Net increase / (decrease)
- $2,776,258
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,693 | $0 |
| Cri Tpa Services, LLC | RECORDKEEPER | $20,592 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY PLAN | $12,830 | not reported in the loaded dataset |