2023 Form 5500 filing — The H. E. Butt Foundation 403(B) Savings 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 20241015152728NAL0016750259004) for The H. E. Butt Foundation 403(B) Savings Plan, reported by The H. E. Butt Foundation under EIN 74-1239819 and plan number 003. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015152728NAL0016750259004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The H. E. Butt Foundation
- EIN
- 74-1239819
- Plan number
- 003
- Location
- Kerrville, TX
- Participants
- 171
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,869,675
- Net assets (EOY)
- $7,869,675
- Employer contributions
- $454,828
- Participant contributions
- $345,853
- Total income / additions
- $1,881,766
- Benefits paid
- $159,248
- Administrative expenses
- $1,258
- Total expenses
- $160,506
- Net increase / (decrease)
- $1,721,260
- Schedule source
- Schedule H