Barletta Engineering Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Barletta Engineering Corporation)
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, Barletta Engineering Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Barletta Engineering Corporation under EIN 04-3034210 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $56,359,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barletta Engineering Corporation
- EIN
- 04-3034210
- Plan number
- 002
- Plan type
- 2
- Location
- Canton, MA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $56,359,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20250711134148NAL0017478802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,359,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,359,973
- Net assets (BOY)
- $46,427,829
Income & contributions
- Employer contributions
- $1,403,627
- Participant contributions
- $1,559,822
- Total contributions
- $3,195,519
- Total income / additions
- $14,756,277
Expenses & distributions
- Benefits paid
- $4,771,879
- Administrative expenses
- $52,254
- Total expenses
- $4,824,133
- Net increase / (decrease)
- $9,932,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair & Company | OTHER FEES | $0 | $36,248 | 2023 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $0 | $12,083 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $12,083 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $9,365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barletta Engineering Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Canton, MA
- William Blair & Company — Schedule C compensation
- Voya Retirement Ins & Annuity Co. — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation