2023 Form 5500 filing — Barnes Health Care Services 401k 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 20240827093837NAL0010441105001) for Barnes Health Care Services 401k Plan, reported by Barnes Drug Stores Of Valdosta, Inc. under EIN 58-0954259 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827093837NAL0010441105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnes Drug Stores Of Valdosta, Inc.
- EIN
- 58-0954259
- Plan number
- 001
- Location
- Valdosta, GA
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,726,479
- Total liabilities (EOY)
- $30,085
- Net assets (EOY)
- $5,696,394
- Employer contributions
- $44,742
- Participant contributions
- $403,261
- Total income / additions
- $1,337,484
- Benefits paid
- $769,507
- Administrative expenses
- $61,376
- Total expenses
- $830,883
- Net increase / (decrease)
- $506,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aprio Benefit Advisors, LLC | THIRD PARTY ADMIN | $16,291 | not reported in the loaded dataset |
| Capital Group Retirement Plan Srvcs | RECORDKEEPER | $15,822 | $0 |
| Clements, Purvis & Stewart, Pc | AUDITOR | $14,500 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $5,125 | not reported in the loaded dataset |