2023 Form 5500 filing — Barton Solvents Retirement 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 20240923102632NAL0011319265001) for Barton Solvents Retirement Plan, reported by Barton Solvents, Inc. under EIN 42-0683217 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923102632NAL0011319265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barton Solvents, Inc.
- EIN
- 42-0683217
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,474,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,474,935
- Employer contributions
- $3,272,310
- Participant contributions
- $898,672
- Total income / additions
- $10,763,453
- Benefits paid
- $5,185,728
- Administrative expenses
- $156,602
- Total expenses
- $5,342,330
- Net increase / (decrease)
- $5,421,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,602 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $104,808 |