2023 Form 5500 filing — Butler/Till Employee Stock Ownership 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 20241014121602NAL0026123793001) for Butler/Till Employee Stock Ownership Plan, reported by Butler/Till Media Services, Inc. under EIN 16-1542581 and plan number 002. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121602NAL0026123793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler/Till Media Services, Inc.
- EIN
- 16-1542581
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,337,075
- Total liabilities (EOY)
- $17,038,245
- Net assets (EOY)
- $103,298,830
- Employer contributions
- $1,428,248
- Total income / additions
- $7,422,794
- Benefits paid
- $1,483,005
- Administrative expenses
- $39,362
- Total expenses
- $2,023,662
- Net increase / (decrease)
- $5,399,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel | INVESTMENT MANAGEMENT | $39,341 | not reported in the loaded dataset |