2023 Form 5500 filing — Hartline Barger Llp 401(K) Profit Sharing 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 20241009164027NAL0010849619001) for Hartline Barger Llp 401(K) Profit Sharing Plan, reported by Hartline Barger Llp under EIN 75-2532929 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$36.4MReported net assets$36,376,434
Participants253
Provider compensation$58.9K2 Schedule C row(s)$58,908
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009164027NAL0010849619001
Plan sponsor
Hartline Barger Llp
EIN
75-2532929
Plan number
001
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$36.4M total assets
Net assets$36.4MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$4.3M
Benefits paid / distributions$4.2M
Contributions
Employer$587.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$36,376,434
Total liabilities (EOY)
$0
Net assets (EOY)
$36,376,434
Employer contributions
$587,672
Participant contributions
$1,213,438
Total income / additions
$7,435,918
Benefits paid
$4,200,167
Administrative expenses
$58,908
Total expenses
$4,259,075
Net increase / (decrease)
$3,176,843
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $35.9K
  2. 2
    RECORDKEEPER · Direct $23K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009164027NAL0010849619001 cover?
It is the 2023 Form 5500 filing for Hartline Barger Llp 401(K) Profit Sharing Plan, reported by Hartline Barger Llp (EIN 75-2532929).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages