Barrett Distribution Centers, Inc. 401(K) Retirement Plan — Form 5500 plan (Barrett Distribution Centers)

Plain-English plan 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, Barrett Distribution Centers, Inc. 401(K) Retirement Plan is a benefit plan reported by Barrett Distribution Centers under EIN 04-2233124 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,825 participants and $40,957,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barrett Distribution Centers
EIN
04-2233124
Plan number
001
Plan type
2
Location
Franklin, MA
Latest filing year
2023
Participants
1,825
End-of-year plan assets
$40,957,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,825H, C20241015062631NAL0028877985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,957,242
Total liabilities (EOY)
$0
Net assets (EOY)
$40,957,242
Net assets (BOY)
$31,553,382

Income & contributions

Employer contributions
$1,561,182
Participant contributions
$4,864,779
Total contributions
$6,857,820
Total income / additions
$12,871,950

Expenses & distributions

Benefits paid
$3,213,111
Administrative expenses
$156,210
Total expenses
$3,468,090
Net increase / (decrease)
$9,403,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$140,709$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$15,500$02023

Related Form 5500 pages