Original filing (PDF)20251001203809NAL0014700752001

BUTLER TIBBETTS, LLC

Name: BUTLER TIBBETTS, LLC — BUTLER TIBBETTS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: BUTLER TIBBETTS, LLC

Form 5500-SF

FILING_RECEIVED

BUTLER TIBBETTS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTLER TIBBETTS, LLC.

Plan sponsor

Name

BUTLER TIBBETTS, LLC

EIN

06-1256042

Address

181 OLD POST ROAD · SOUTHPORT, CT · 06890

Phone

(203) 656-1066

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FEFERMAN, WARREN & MATTISON

FEFERMAN & WARREN PROFIT SHARING PLAN

$2.6M · 3 participants

ROPER P.A.

ROPER, TOWNSEND & SUTPHEN, P.A. 401(K) PROFIT-SHARING PLAN

$2.6M · 24 participants

THE MEYERS LAW FIRM LC

THE MEYERS LAW FIRM LC 401(K) RETIREMENT SAVINGS PLAN

$2.6M · 4 participants

WOMACK, RODHAM & RAY, P.C.

THE WOMACK LAW FIRM 401(K) PLAN

$2.6M · 6 participants

BRIAN N. CORRIVEAU, LLC

BRIAN N. CORRIVEAU, LLC 401(K) PROFIT SHARING PLAN