Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of B.T.O. Management Corporation — Form 5500 plan (B T O Management Corporation)
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, Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of B.T.O. Management Corporation is a benefit plan reported by B T O Management Corporation under EIN 59-2071534 and plan number 001. The latest loaded filing year is 2023. The filing reports 84 participants and $7,134,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B T O Management Corporation
- EIN
- 59-2071534
- Plan number
- 001
- Plan type
- 2
- Location
- Boynton Beach, FL
- Latest filing year
- 2023
- Participants
- 84
- End-of-year plan assets
- $7,134,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 84 | I | 20241015135448NAL0029862609001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,134,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,134,373
- Net assets (BOY)
- $6,080,403
Income & contributions
- Employer contributions
- $110,095
- Participant contributions
- $224,378
- Total income / additions
- $1,487,039
Expenses & distributions
- Benefits paid
- $427,292
- Administrative expenses
- $5,777
- Total expenses
- $433,069
- Net increase / (decrease)
- $1,053,970
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.