Plan5500

Barrett & Stokely, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Barrett & Stokely, Inc. (EIN 35-1402847) is a plan sponsor located in Indianapolis, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1402847
Location
Indianapolis, IN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.5MSummed across loaded plans$11,532,653
Total reported assets$11.5M$11,532,653
Total reported participants611
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.5MLiabilities$0
Contributions & income
Employer contributions$229.3K
Participant contributions$720.6K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$1.2M

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 this company's 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

Portfolio comparison

Largest plan share of assets100%Barrett & Stokely Inc Retirement Readiness 401(K) Plan
Participants per plan306Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Barrett & Stokely Inc Retirement Readiness 401(K) Plan$11.5M
    Plan #001 · 270 participants · 2023
  2. 2
    Plan Of Benefits For Barrett & Stokely, Inc.not reported in the loaded dataset
    Plan #501 · 341 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Barrett & Stokely, Inc.
YearPlanParticipantsSchedulesFiling
2023Barrett & Stokely Inc Retirement Readiness 401(K) Plan270H, C20241015141645NAL0016597395001
2023Plan Of Benefits For Barrett & Stokely, Inc.341—20250827143138NAL0005068451001

Related Form 5500 pages