Buildertrend Solutions, Inc. 401(K) Plan — Form 5500 plan (Buildertrend Solutions, 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, Buildertrend Solutions, Inc. 401(K) Plan is a benefit plan reported by Buildertrend Solutions, Inc. under EIN 20-5132639 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,046 participants and $40,784,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buildertrend Solutions, Inc.
- EIN
- 20-5132639
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,046
- End-of-year plan assets
- $40,784,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,046 | H, C | 20241012090604NAL0047336850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,784,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,784,271
- Net assets (BOY)
- $26,922,178
Income & contributions
- Employer contributions
- $2,840,769
- Participant contributions
- $6,331,408
- Total contributions
- $10,941,868
- Total income / additions
- $16,975,847
Expenses & distributions
- Benefits paid
- $2,876,794
- Administrative expenses
- $236,960
- Total expenses
- $3,113,754
- Net increase / (decrease)
- $13,862,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $236,959 | $0 | 2023 |
| Bridges Investment Management Inc | INVESTMENT ADVISORY | $0 | $91,738 | 2023 |
| Benefit Plans Inc | OTHER SERVICES | $0 | $1,378 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Buildertrend Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Bridges Investment Management Inc — Schedule C compensation
- Benefit Plans Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation