2023 Form 5500 filing — Southern Tier Building Trades Laborers Profit Sharing 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 20250218132203NAL0005192320001) for Southern Tier Building Trades Laborers Profit Sharing Plan, reported by The Builders Exchange Of The Southern Tier Inc. under EIN 16-0810649 and plan number 002. It reports 1,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218132203NAL0005192320001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Builders Exchange Of The Southern Tier Inc.
- EIN
- 16-0810649
- Plan number
- 002
- Location
- Jamestown, NY
- Participants
- 1,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,600,005
- Total liabilities (EOY)
- $34,021
- Net assets (EOY)
- $19,565,984
- Employer contributions
- $942,641
- Total income / additions
- $2,845,779
- Benefits paid
- $961,583
- Administrative expenses
- $150,037
- Total expenses
- $1,111,620
- Net increase / (decrease)
- $1,734,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Bank | NONE | $67,193 | not reported in the loaded dataset |
| Tronconi Segarra & Associates | NONE | $19,325 | not reported in the loaded dataset |
| Definiti LLC | NONE | $9,734 | not reported in the loaded dataset |
| Lipsitz Geen Scime Cambria Llp | NONE | $6,258 | not reported in the loaded dataset |