2023 Form 5500 filing — Barley Snyder Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708124235NAL0007258691001) for Barley Snyder Savings Plan, reported by Barley Snyder Llp under EIN 23-1499543 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240708124235NAL0007258691001
Filing year
2023
Form type
2
Plan sponsor
Barley Snyder Llp
EIN
23-1499543
Plan number
002
Location
Lancaster, PA
Participants
298
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$55,825,057
Total liabilities (EOY)
$77,108
Net assets (EOY)
$55,747,949
Employer contributions
$1,059,311
Participant contributions
$2,496,308
Total income / additions
$14,580,496
Benefits paid
$3,453,313
Administrative expenses
$201,744
Total expenses
$3,655,057
Net increase / (decrease)
$10,925,439
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fulton Financial AdvisorsNONE$214,787not reported in the loaded dataset

Related Form 5500 pages