2023 Form 5500 filing — The Barton Group Pension 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 20241010190548NAL0041263874001) for The Barton Group Pension Plan, reported by The Barton Group under EIN 23-1624372 and plan number 003. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010190548NAL0041263874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Barton Group
- EIN
- 23-1624372
- Plan number
- 003
- Location
- Glens Falls, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,547,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,547,418
- Employer contributions
- $1,270,773
- Total income / additions
- $4,370,936
- Benefits paid
- $1,227,458
- Administrative expenses
- $226,241
- Total expenses
- $1,453,699
- Net increase / (decrease)
- $2,917,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $46,443 | $0 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $30,825 | not reported in the loaded dataset |