Butch'S Rathole & Anchor Service, Inc. 401(K) Plan — Form 5500 plan (Butch'S Rathole & Anchor Service, 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, Butch'S Rathole & Anchor Service, Inc. 401(K) Plan is a benefit plan reported by Butch'S Rathole & Anchor Service, Inc. under EIN 75-1714654 and plan number 002. The latest loaded filing year is 2023. The filing reports 815 participants and $13,853,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butch'S Rathole & Anchor Service, Inc.
- EIN
- 75-1714654
- Plan number
- 002
- Plan type
- 3
- Location
- Lubbock, TX
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $13,853,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241014090753NAL0043942384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,853,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,853,126
- Net assets (BOY)
- $11,076,868
Income & contributions
- Employer contributions
- $809,809
- Participant contributions
- $1,367,961
- Total contributions
- $2,177,770
- Total income / additions
- $3,746,369
Expenses & distributions
- Benefits paid
- $895,673
- Administrative expenses
- $74,438
- Total expenses
- $970,111
- Net increase / (decrease)
- $2,776,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,693 | $0 | 2023 |
| Cri Tpa Services, LLC | RECORDKEEPER | $20,592 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY PLAN | $12,830 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butch'S Rathole & Anchor Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lubbock, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Cri Tpa Services, LLC — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation