2023 Form 5500 filing — Barre Belt 401(K) Retirement Plan & 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 20241015094911NAL0014342195001) for Barre Belt 401(K) Retirement Plan & Trust, reported by Barre Belt under EIN 22-3350494 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094911NAL0014342195001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Barre Belt
- EIN
- 22-3350494
- Plan number
- 002
- Location
- Barre, VT
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,569,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,569,291
- Employer contributions
- $52,816
- Participant contributions
- $386,311
- Total income / additions
- $1,990,263
- Benefits paid
- $497,656
- Administrative expenses
- $50,841
- Total expenses
- $548,497
- Net increase / (decrease)
- $1,441,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $20,070 | not reported in the loaded dataset |
| Mcsoley Mccoy & Co. | NONE | $13,350 | not reported in the loaded dataset |
| Osaic Institutions, Inc. | NONE | $11,743 | not reported in the loaded dataset |
| Nfp Property And Casualty Services | NONE | $5,678 | not reported in the loaded dataset |