Southern Tier Building Trades Laborers Profit Sharing Plan — Form 5500 plan (The Builders Exchange Of The Southern Tier Inc.)
Plain-English plan 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, Southern Tier Building Trades Laborers Profit Sharing Plan is a benefit plan reported by The Builders Exchange Of The Southern Tier Inc. under EIN 16-0810649 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,115 participants and $19,600,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Builders Exchange Of The Southern Tier Inc.
- EIN
- 16-0810649
- Plan number
- 002
- Plan type
- 1
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 1,115
- End-of-year plan assets
- $19,600,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,115 | H, C | 20250218132203NAL0005192320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,600,005
- Total liabilities (EOY)
- $34,021
- Net assets (EOY)
- $19,565,984
- Net assets (BOY)
- $17,831,825
Income & contributions
- Employer contributions
- $942,641
- Total contributions
- $942,641
- Total income / additions
- $2,845,779
Expenses & distributions
- Benefits paid
- $961,583
- Administrative expenses
- $150,037
- Total expenses
- $1,111,620
- Net increase / (decrease)
- $1,734,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Bank | NONE | $67,193 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates | NONE | $19,325 | not reported in the loaded dataset | 2023 |
| Definiti LLC | NONE | $9,734 | not reported in the loaded dataset | 2023 |
| Lipsitz Geen Scime Cambria Llp | NONE | $6,258 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Builders Exchange Of The Southern Tier Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamestown, NY
- Northwest Bank — Schedule C compensation
- Tronconi Segarra & Associates — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Lipsitz Geen Scime Cambria Llp — Schedule C compensation