Who sponsors the Barr & Barr, Inc. Employee Stock Ownership Plan?

Barr & Barr, Inc. Employee Stock Ownership Plan is reported as sponsored by Barr & Barr, Inc. (EIN 13-0469970, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Barr & Barr, Inc. Employee Stock Ownership Plan?

The latest Form 5500 filing year loaded for Barr & Barr, Inc. Employee Stock Ownership Plan is 2023.

How many participants does Barr & Barr, Inc. Employee Stock Ownership Plan report?

Barr & Barr, Inc. Employee Stock Ownership Plan reports 155 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Barr & Barr, Inc. Employee Stock Ownership Plan?

Barr & Barr, Inc. Employee Stock Ownership Plan reports $29,143,093 in end-of-year plan assets in its latest loaded Form 5500 filing.

Barr & Barr, Inc. Employee Stock Ownership Plan — 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, Barr & Barr, Inc. Employee Stock Ownership Plan is a benefit plan reported by Barr & Barr, Inc. under EIN 13-0469970 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $29,143,093 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.1MPlan net assets, end of year$29,143,093

Participants155Covered participants reported

Assets / participant$188KComputed: assets ÷ participants$188,020 (computed)

Provider compensationNone reported

Plan sponsor: Barr & Barr, Inc.
EIN: 13-0469970
Plan number: 002
Plan type: 2
Location: New York, NY
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
155 participants · 2Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.1M total assets

Net assets$29.1MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$1.9M

Benefits paid / distributions$1.9M

Contributions

Employer$1.9M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $29,143,093
Total liabilities (EOY): $0
Net assets (EOY): $29,143,093
Net assets (BOY): $24,192,110

Income & contributions

Employer contributions: $1,883,694
Total contributions: $1,883,694
Total income / additions: $6,846,556

Expenses & distributions

Benefits paid: $1,895,573
Administrative expenses: $0
Total expenses: $1,895,573
Net increase / (decrease): $4,950,983

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income28%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.