2023 Form 5500 filing — William Barnet & Son, LLC Employees' 401(K) 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 20250404100033NAL0011742529001) for William Barnet & Son, LLC Employees' 401(K) Savings Plan, reported by William Barnet & Son, LLC under EIN 57-1118775 and plan number 001. It reports 419 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)$21.8MReported net assets$21,765,901
Participants419
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250404100033NAL0011742529001
Plan sponsor
William Barnet & Son, LLC
EIN
57-1118775
Plan number
001
Location
Spartanburg, SC
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)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$6.8M
Total expenses$3.9M
Benefits paid / distributions$3.9M
Contributions
Employer$629.2K
Participant$1.2M
Full reported line items
Total assets (EOY)
$21,765,901
Total liabilities (EOY)
$0
Net assets (EOY)
$21,765,901
Employer contributions
$629,219
Participant contributions
$1,178,790
Total income / additions
$6,761,700
Benefits paid
$3,884,072
Administrative expenses
-$7,419
Total expenses
$3,876,653
Net increase / (decrease)
$2,885,047
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct -$8.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250404100033NAL0011742529001 cover?
It is the 2023 Form 5500 filing for William Barnet & Son, LLC Employees' 401(K) Savings Plan, reported by William Barnet & Son, LLC (EIN 57-1118775).
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