2023 Form 5500 filing — Barrett-Jackson 401(K) 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 20241011154802NAL0022259201002) for Barrett-Jackson 401(K) Plan, reported by Barrett-Jackson Auction Company, L.L.C. under EIN 86-0857597 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154802NAL0022259201002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Barrett-Jackson Auction Company, L.L.C.
- EIN
- 86-0857597
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,217,394
- Net assets (EOY)
- $4,217,394
- Employer contributions
- $291,307
- Participant contributions
- $624,927
- Total income / additions
- $1,699,679
- Benefits paid
- $639,799
- Administrative expenses
- $66,334
- Total expenses
- $706,133
- Net increase / (decrease)
- $993,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Outsourcing, LLC | PLAN ADMINISTRATOR | $24,588 | not reported in the loaded dataset |
| Wells Fargo Clearing Servcies, LLC | INVESTMENT ADIVSORY-PLAN | $18,080 | not reported in the loaded dataset |
| Transamerica Retirment Solutions, L | RECORDKEEPER | $16,785 | $0 |
| Fiduciary Outsourcing, LLC Dba Pma | TPA | $7,345 | $0 |