2023 Form 5500 filing — Barts Electric Company, Inc. Employees 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 20241008083814NAL0034182178001) for Barts Electric Company, Inc. Employees 401k Plan, reported by Barts Electric Company, Inc. under EIN 43-1671389 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008083814NAL0034182178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barts Electric Company, Inc.
- EIN
- 43-1671389
- Plan number
- 001
- Location
- Pleasant Valley, MO
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,432,379
- Total liabilities (EOY)
- $6,056
- Net assets (EOY)
- $17,426,323
- Employer contributions
- $1,172,920
- Participant contributions
- $1,210,111
- Total income / additions
- $5,028,546
- Benefits paid
- $1,015,807
- Administrative expenses
- $79,803
- Total expenses
- $1,111,743
- Net increase / (decrease)
- $3,916,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Svcs, LLC | INVESTMENT ADVISOR | $32,339 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,513 | $0 |
| Mhm Retirement Plan Solutions | CONTRACT ADMIN | $10,539 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $7,739 | not reported in the loaded dataset |