Butler/Till, Inc. 401(K) Plan — Form 5500 plan (Butler/Till, 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, Butler/Till, Inc. 401(K) Plan is a benefit plan reported by Butler/Till, Inc. under EIN 16-1542581 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $14,134,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler/Till, Inc.
- EIN
- 16-1542581
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $14,134,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241014123539NAL0026153201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,134,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,134,783
- Net assets (BOY)
- $10,081,677
Income & contributions
- Employer contributions
- $892,154
- Participant contributions
- $1,522,613
- Total contributions
- $3,423,716
- Total income / additions
- $5,170,876
Expenses & distributions
- Benefits paid
- $1,037,867
- Administrative expenses
- $76,513
- Total expenses
- $1,117,770
- Net increase / (decrease)
- $4,053,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,238 | $0 | 2023 |
| Empower | RECORDKEEPER | $26,108 | $0 | 2023 |
| Stifel Nicolaus & Company Inc | INVESTMENT ADVISORY | $13,167 | $16 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butler/Till, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Principal Life Insurance Company — Schedule C compensation
- Empower — Schedule C compensation
- Stifel Nicolaus & Company Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation