2023 Form 5500 filing — Alvin H. Butz, Inc. 401(K) 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 20250402143948NAL0009881617001) for Alvin H. Butz, Inc. 401(K) Profit Sharing Plan, reported by Alvin H. Butz, Inc. under EIN 23-1613786 and plan number 002. It reports 117 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)$53MReported net assets$53,020,565
Participants117
Provider compensation$257.4K5 Schedule C row(s)$257,406
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250402143948NAL0009881617001
- Plan sponsor
- Alvin H. Butz, Inc.
- EIN
- 23-1613786
- Plan number
- 002
- Location
- Allentown, PA
- 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)$53M total assets
Net assets$53MLiabilities—
Full reported line items
- Total assets (EOY)
- $53,020,565
- Net assets (EOY)
- $53,020,565
- Employer contributions
- $283,776
- Participant contributions
- $360,380
- Total income / additions
- $10,898,239
- Benefits paid
- $6,405,763
- Administrative expenses
- $255,724
- Total expenses
- $6,661,487
- Net increase / (decrease)
- $4,236,752
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Modera Wealth Management | not reported in the loaded dataset | $102,104 | not reported in the loaded dataset |
| Wells Fargo Advisors | not reported in the loaded dataset | $67,142 | not reported in the loaded dataset |
| The Douglas Group | not reported in the loaded dataset | $63,035 | not reported in the loaded dataset |
| Campbell, Rappold & Yurasits Llp | not reported in the loaded dataset | $20,100 | not reported in the loaded dataset |
| R.P. Mills Associates, Inc. | not reported in the loaded dataset | $5,025 | not reported in the loaded dataset |