2023 Form 5500 filing — Barton Malow Profit Sharing And Savings 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 20241011081329NAL0021506497001) for Barton Malow Profit Sharing And Savings Plan, reported by Barton Malow Holdings LLC under EIN 84-3081538 and plan number 001. It reports 1,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081329NAL0021506497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barton Malow Holdings LLC
- EIN
- 84-3081538
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 1,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $285,326,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $285,326,819
- Employer contributions
- $8,961,230
- Participant contributions
- $14,368,743
- Total income / additions
- $68,153,195
- Benefits paid
- $10,725,658
- Administrative expenses
- $383,385
- Total expenses
- $11,109,054
- Net increase / (decrease)
- $57,044,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $153,520 | $0 |
| Merrill Lynch Retirement & Benefit | NONE | $108,088 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $98,507 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $26,245 | not reported in the loaded dataset |