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THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 401k Plan overview

Plan NameTHE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN
Plan identification number 003

THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE H. E. BUTT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE H. E. BUTT FOUNDATION
Employer identification number (EIN):741239819
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01JANICE FLYNN2019-10-09
0032017-01-01
0032016-10-01

Plan Statistics for THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN

401k plan membership statisitcs for THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN

Measure Date Value
2023: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01171
Total number of active participants reported on line 7a of the Form 55002023-01-01134
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01186
Number of participants with account balances2023-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01170
Number of participants with account balances2022-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01135
Number of participants with account balances2020-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01159
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01143
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01135
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01120
Total number of active participants reported on line 7a of the Form 55002016-10-01118
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01118
Number of participants with account balances2016-10-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010

Financial Data on THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN

Measure Date Value
2023 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,881,766
Total of all expenses incurred2023-12-31$160,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$159,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$800,746
Value of total assets at end of year2023-12-31$7,869,675
Value of total assets at beginning of year2023-12-31$6,148,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,258
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$273,799
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$273,799
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$345,853
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$65
Total non interest bearing cash at end of year2023-12-31$72,742
Total non interest bearing cash at beginning of year2023-12-31$61,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,721,260
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,869,675
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,148,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,796,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,087,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$807,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$454,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$159,248
Contract administrator fees2023-12-31$905
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565598
2022 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-342,609
Total of all expenses incurred2022-12-31$622,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$620,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$758,840
Value of total assets at end of year2022-12-31$6,148,415
Value of total assets at beginning of year2022-12-31$7,113,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,130
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$230,667
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$230,667
Administrative expenses professional fees incurred2022-12-31$2,130
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$317,661
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$67,285
Total non interest bearing cash at end of year2022-12-31$61,291
Total non interest bearing cash at beginning of year2022-12-31$18,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-965,309
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,148,415
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,113,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,087,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,095,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,332,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$373,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$620,570
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565598
2021 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,837,432
Total of all expenses incurred2021-12-31$1,147,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,145,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$777,865
Value of total assets at end of year2021-12-31$7,113,724
Value of total assets at beginning of year2021-12-31$6,423,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$289,744
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$289,744
Administrative expenses professional fees incurred2021-12-31$1,340
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$319,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$690,234
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,113,724
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,423,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,095,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,415,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$18,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$769,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$458,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,145,858
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565598
2020 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,687,039
Total of all expenses incurred2020-12-31$751,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$751,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$820,303
Value of total assets at end of year2020-12-31$6,423,490
Value of total assets at beginning of year2020-12-31$5,488,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$450
Total interest from all sources2020-12-31$390
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$190,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$190,358
Administrative expenses professional fees incurred2020-12-31$450
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$390,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$935,301
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,423,490
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,488,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,415,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,481,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$675,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$430,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$751,288
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565598
2019 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,797,314
Total income from all sources (including contributions)2019-12-31$1,797,314
Total of all expenses incurred2019-12-31$370,551
Total of all expenses incurred2019-12-31$370,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$370,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$370,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$829,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$829,114
Value of total assets at end of year2019-12-31$5,488,189
Value of total assets at end of year2019-12-31$5,488,189
Value of total assets at beginning of year2019-12-31$4,061,426
Value of total assets at beginning of year2019-12-31$4,061,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250
Total interest from all sources2019-12-31$151
Total interest from all sources2019-12-31$151
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$193,651
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$193,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$193,651
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$193,651
Administrative expenses professional fees incurred2019-12-31$250
Administrative expenses professional fees incurred2019-12-31$250
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$417,083
Contributions received from participants2019-12-31$417,083
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$406
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,426,763
Value of net income/loss2019-12-31$1,426,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,488,189
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,488,189
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,061,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,061,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,481,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,481,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,061,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,061,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$774,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$774,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$411,625
Contributions received in cash from employer2019-12-31$411,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$370,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$370,301
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,432,302
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$938,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$937,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,605,679
Value of total assets at end of year2018-12-31$4,061,426
Value of total assets at beginning of year2018-12-31$1,567,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$650
Total interest from all sources2018-12-31$285
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,537
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$90,537
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$414,219
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,756,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,494,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,061,426
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,567,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$650
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,061,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,567,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-264,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$434,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$937,571
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,128,958
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$964,021
Value of total assets at end of year2017-12-31$1,567,345
Value of total assets at beginning of year2017-12-31$452,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150
Total interest from all sources2017-12-31$85
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$28,523
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$396,375
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$480,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,114,495
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,567,345
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$452,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$150
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,567,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$452,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$136,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$87,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,313
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$452,850
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$450,369
Value of total assets at end of year2016-12-31$452,850
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,631
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$110,484
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$339,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$452,850
Value of net assets at end of year (total assets less liabilities)2016-12-31$452,850
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$452,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-6,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No

Form 5500 Responses for THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN

2023: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE H. E. BUTT FAMILY FOUNDATION 403(B) SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01First time form 5500 has been submittedYes
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes

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