2023 Form 5500 filing — Employees' Benefit Plan Of Barr & Barr, Inc.
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 20240906121246NAL0001073809001) for Employees' Benefit Plan Of Barr & Barr, Inc., reported by Barr & Barr, Inc. under EIN 13-0469970 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906121246NAL0001073809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barr & Barr, Inc.
- EIN
- 13-0469970
- Plan number
- 001
- Location
- New York, NY
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,889,235
- Total liabilities (EOY)
- $14,925
- Net assets (EOY)
- $38,874,310
- Employer contributions
- $291,348
- Participant contributions
- $1,673,722
- Total income / additions
- $8,553,444
- Benefits paid
- $4,529,006
- Administrative expenses
- $131,306
- Total expenses
- $4,693,897
- Net increase / (decrease)
- $3,859,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $75,711 | $0 |
| Wealthcare Advisory Partners LLC | INVESTMENT ADVISOR | $53,962 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,633 | not reported in the loaded dataset |