2023 Form 5500 filing — Barley Snyder Profit Sharing 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 20240709120932NAL0021916128001) for Barley Snyder Profit Sharing Plan, reported by Barley Snyder Llp under EIN 23-1499543 and plan number 003. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709120932NAL0021916128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barley Snyder Llp
- EIN
- 23-1499543
- Plan number
- 003
- Location
- Lancaster, PA
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,597,650
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $27,597,620
- Employer contributions
- $1,662,004
- Total income / additions
- $5,759,055
- Benefits paid
- $975,630
- Administrative expenses
- $67,986
- Total expenses
- $1,043,616
- Net increase / (decrease)
- $4,715,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | NONE | $16,001 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $15,670 | not reported in the loaded dataset |
| Resource Investment Advisors | NONE | $14,281 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $11,152 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $10,882 | $0 |
| Capital Research And Company | NONE | $0 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Federated Hermes | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Fidelity Selectco, LLC | NONE | $0 | $0 |
| Invesco Advisers, Inc. | NONE | $0 | $0 |
| Delaware Management Company | NONE | $0 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| Morley Capital | NONE | $0 | $0 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 |
| Pacific Investment Company LLC | NONE | $0 | $0 |