Butcherbox 401(K) Plan — Form 5500 plan (Butcherbox Opco, LLC)
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, Butcherbox 401(K) Plan is a benefit plan reported by Butcherbox Opco, LLC under EIN 81-1450041 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $16,822,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butcherbox Opco, LLC
- EIN
- 81-1450041
- Plan number
- 001
- Plan type
- 2
- Location
- Brighton, MA
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $16,822,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241012164927NAL0023718897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,822,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,822,388
- Net assets (BOY)
- $10,373,219
Income & contributions
- Employer contributions
- $2,124,147
- Participant contributions
- $2,411,468
- Total contributions
- $5,460,956
- Total income / additions
- $7,836,431
Expenses & distributions
- Benefits paid
- $1,288,595
- Administrative expenses
- $96,056
- Total expenses
- $1,387,262
- Net increase / (decrease)
- $6,449,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $49,206 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,500 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $2,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butcherbox Opco, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brighton, MA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation