Butterfield Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Butterfield Associates, INC.
  • Sponsor EIN: 814787234
  • Sponsor Address: 19310 E. LAWNDALE PLACE, QUEEN CREEK, AZ, 85142
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $563,130

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$563,130$8,770$30,773
20232$481,807$8,813$30,834
20222$1.5M$10,801$23,899

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