2023 Form 5500 filing — Save More Retirement Plan And Trust
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 20241008172621NAL0008617075001) for Save More Retirement Plan And Trust, reported by Barnard Construction Company, Inc. under EIN 81-0384712 and plan number 011. It reports 905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008172621NAL0008617075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnard Construction Company, Inc.
- EIN
- 81-0384712
- Plan number
- 011
- Location
- Bozeman, MT
- Participants
- 905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,700,601
- Total liabilities (EOY)
- $141,883
- Net assets (EOY)
- $105,558,718
- Employer contributions
- $6,168,081
- Participant contributions
- $4,427,840
- Total income / additions
- $26,564,840
- Benefits paid
- $11,459,566
- Administrative expenses
- $4,624
- Total expenses
- $11,464,190
- Net increase / (decrease)
- $15,100,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $14,877 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$10,253 | $0 |