Alvin H. Butz, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Alvin H. Butz, 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, Alvin H. Butz, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Alvin H. Butz, Inc. under EIN 23-1613786 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $53,020,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alvin H. Butz, Inc.
- EIN
- 23-1613786
- Plan number
- 002
- Plan type
- 3
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $53,020,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20250402143948NAL0009881617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,020,565
- Net assets (EOY)
- $53,020,565
- Net assets (BOY)
- $48,783,813
Income & contributions
- Employer contributions
- $283,776
- Participant contributions
- $360,380
- Total contributions
- $644,156
- Total income / additions
- $10,898,239
Expenses & distributions
- Benefits paid
- $6,405,763
- Administrative expenses
- $255,724
- Total expenses
- $6,661,487
- Net increase / (decrease)
- $4,236,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Modera Wealth Management | not reported in the loaded dataset | $102,104 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | not reported in the loaded dataset | $67,142 | not reported in the loaded dataset | 2023 |
| The Douglas Group | not reported in the loaded dataset | $63,035 | not reported in the loaded dataset | 2023 |
| Campbell, Rappold & Yurasits Llp | not reported in the loaded dataset | $20,100 | not reported in the loaded dataset | 2023 |
| R.P. Mills Associates, Inc. | not reported in the loaded dataset | $5,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alvin H. Butz, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Modera Wealth Management — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- The Douglas Group — Schedule C compensation
- Campbell, Rappold & Yurasits Llp — Schedule C compensation
- R.P. Mills Associates, Inc. — Schedule C compensation