Plan5500

Employees' Benefit Plan Of Barr & Barr, Inc. — Form 5500 plan (Barr & Barr, Inc.)

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, Employees' Benefit Plan Of Barr & Barr, Inc. is a benefit plan reported by Barr & Barr, Inc. under EIN 13-0469970 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $38,889,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barr & Barr, Inc.
EIN
13-0469970
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
216
End-of-year plan assets
$38,889,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20240906121246NAL0001073809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,889,235
Total liabilities (EOY)
$14,925
Net assets (EOY)
$38,874,310
Net assets (BOY)
$35,014,763

Income & contributions

Employer contributions
$291,348
Participant contributions
$1,673,722
Total contributions
$2,510,518
Total income / additions
$8,553,444

Expenses & distributions

Benefits paid
$4,529,006
Administrative expenses
$131,306
Total expenses
$4,693,897
Net increase / (decrease)
$3,859,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$75,711$02023
Wealthcare Advisory Partners LLCINVESTMENT ADVISOR$53,962not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,633not reported in the loaded dataset2023

Related Form 5500 pages