Butler Weihmuller Katz Craig Llp Retirement Savings Plan — Form 5500 plan (Butler Weihmuller Katz Craig, Llp)
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 Weihmuller Katz Craig Llp Retirement Savings Plan is a benefit plan reported by Butler Weihmuller Katz Craig, Llp under EIN 59-2328807 and plan number 001. The latest loaded filing year is 2023. The filing reports 458 participants and $71,385,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler Weihmuller Katz Craig, Llp
- EIN
- 59-2328807
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $71,385,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20240731133834NAL0021575505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,385,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,385,132
- Net assets (BOY)
- $60,245,603
Income & contributions
- Employer contributions
- $1,559,975
- Participant contributions
- $2,704,491
- Total contributions
- $4,444,784
- Total income / additions
- $15,443,062
Expenses & distributions
- Benefits paid
- $4,246,654
- Administrative expenses
- $56,879
- Total expenses
- $4,303,533
- Net increase / (decrease)
- $11,139,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $140,390 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $0 | $63,685 | 2023 |
| Southern Pension Services | CONTRACT ADMINISTRATOR | $31,643 | $5,041 | 2023 |
| Ascensus | OTHER SERVICES | $0 | $1,852 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butler Weihmuller Katz Craig, Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Southern Pension Services — Schedule C compensation
- Ascensus — Schedule C compensation