Plan5500

Barrett Daffin Frappier Turner & Engel, Llp — 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 Daffin Frappier Turner & Engel, Llp (EIN 75-2308147) is a plan sponsor located in Addison, TX with 1 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
75-2308147
Location
Addison, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Barrett Daffin Frappier Turner & Engel, Llp

  • 2 loaded plans hold $15M in reported assets.
  • The largest, Barrett Daffin Frappier Turner & Engel, Llp 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 396 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$15,015,705
Total reported assets$15M$15,015,705
Total reported participants396
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$0
Contributions & income
Employer contributions$136.1K
Participant contributions$693.6K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$1.7M

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 Daffin Frappier Turner & Engel, Llp 401(K) Plan
Participants per plan198Average 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 Daffin Frappier Turner & Engel, Llp 401(K) Plan$15M
    Plan #001 · 244 participants · 2023
  2. 2
    Barrett Daffin Frappier Turner And Engel Llp Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 152 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Barrett Daffin Frappier Turner & Engel, Llp. Open one for its full reported snapshot.

  1. 2023
    Barrett Daffin Frappier Turner And Engel Llp Employee Benefits Plan152 participants · 2No schedules
    View filing →
  2. 2023
    Barrett Daffin Frappier Turner & Engel, Llp 401(K) Plan244 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Barrett Daffin Frappier Turner & Engel, Llp report on Form 5500?
Barrett Daffin Frappier Turner & Engel, Llp (EIN 75-2308147) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Barrett Daffin Frappier Turner & Engel, Llp?
The Employer Identification Number (EIN) reported for Barrett Daffin Frappier Turner & Engel, Llp is 75-2308147.
What is the latest Form 5500 filing year for Barrett Daffin Frappier Turner & Engel, Llp?
The latest loaded Form 5500 filing year for Barrett Daffin Frappier Turner & Engel, Llp is 2023.

Related Form 5500 pages