Barnhart, MO Form 5500 retirement and benefit plan filings

City Form 5500 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, Barnhart, MO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $237,975 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Barnhart

  • 2 loaded plans hold $238K in reported assets across 2 sponsors.
  • The largest, Transformative Real Estate Inc, holds 100% of reported Barnhart plan assets.
  • Plans cover 125 participants — about 63 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$238KSummed across loaded plans$237,975
Total reported assets$238K$237,975
Total reported participants125
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$238K total assets
Net assets$238KLiabilities$0

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Barnhart, MO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Barnhart market comparison

Largest plan share of assets100%Transformative Real Estate Inc
Participants per plan63Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Barnhart

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Transformative Real Estate 401k Trust · 2023
  2. 2
    Home Service Oil Co Welfare Benefit Plannot reported in the loaded dataset
    Home Service Oil Company · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Barnhart, MO?
2 plan(s) reported by 2 sponsor(s) are loaded for Barnhart, MO.

Related Form 5500 pages