2023 Form 5500 filing — Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of B.T.O. Management Corporation
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 20241015135448NAL0029862609001) for Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of B.T.O. Management Corporation, reported by B T O Management Corporation under EIN 59-2071534 and plan number 001. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015135448NAL0029862609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B T O Management Corporation
- EIN
- 59-2071534
- Plan number
- 001
- Location
- Boynton Beach, FL
- Participants
- 84
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,134,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,134,373
- Employer contributions
- $110,095
- Participant contributions
- $224,378
- Total income / additions
- $1,487,039
- Benefits paid
- $427,292
- Administrative expenses
- $5,777
- Total expenses
- $433,069
- Net increase / (decrease)
- $1,053,970
- Schedule source
- Schedule I