2023 Form 5500 filing — Butler-Fairman & Seufert, 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 20250711080617NAL0007138145001) for Butler-Fairman & Seufert, Inc. 401(K)/ Profit Sharing Plan, reported by Butler, Fairman And Seufert, Incorporated under EIN 35-1063590 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711080617NAL0007138145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler, Fairman And Seufert, Incorporated
- EIN
- 35-1063590
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,256,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,256,545
- Employer contributions
- $1,767,862
- Participant contributions
- $2,035,210
- Total income / additions
- $20,078,572
- Benefits paid
- $2,966,283
- Administrative expenses
- $115,853
- Total expenses
- $3,082,136
- Net increase / (decrease)
- $16,996,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,853 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $60,640 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |