The H. E. Butt Foundation 403(B) Savings Plan — Form 5500 plan (The H. E. Butt Foundation)
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, The H. E. Butt Foundation 403(B) Savings Plan is a benefit plan reported by The H. E. Butt Foundation under EIN 74-1239819 and plan number 003. The latest loaded filing year is 2023. The filing reports 171 participants and $7,869,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The H. E. Butt Foundation
- EIN
- 74-1239819
- Plan number
- 003
- Plan type
- 2
- Location
- Kerrville, TX
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $7,869,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H | 20241015152728NAL0016750259004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,869,675
- Net assets (EOY)
- $7,869,675
- Net assets (BOY)
- $6,148,415
Income & contributions
- Employer contributions
- $454,828
- Participant contributions
- $345,853
- Total contributions
- $800,746
- Total income / additions
- $1,881,766
Expenses & distributions
- Benefits paid
- $159,248
- Administrative expenses
- $1,258
- Total expenses
- $160,506
- Net increase / (decrease)
- $1,721,260
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.