Plan5500

Butler/Till Employee Stock Ownership Plan — Form 5500 plan (Butler/Till Media Services, 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 Employee Stock Ownership Plan is a benefit plan reported by Butler/Till Media Services, Inc. under EIN 16-1542581 and plan number 002. The latest loaded filing year is 2023. The filing reports 467 participants and $120,337,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Butler/Till Media Services, Inc.
EIN
16-1542581
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
467
End-of-year plan assets
$120,337,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023467H, C20241014121602NAL0026123793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,337,075
Total liabilities (EOY)
$17,038,245
Net assets (EOY)
$103,298,830
Net assets (BOY)
$97,899,698

Income & contributions

Employer contributions
$1,428,248
Total contributions
$1,428,248
Total income / additions
$7,422,794

Expenses & distributions

Benefits paid
$1,483,005
Administrative expenses
$39,362
Total expenses
$2,023,662
Net increase / (decrease)
$5,399,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
StifelINVESTMENT MANAGEMENT$39,341not reported in the loaded dataset2023

Related Form 5500 pages