Barclay Damon Llp Profit Sharing And 401(K) Plan — Form 5500 plan (Barclay Damon Llp)
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, Barclay Damon Llp Profit Sharing And 401(K) Plan is a benefit plan reported by Barclay Damon Llp under EIN 15-0339022 and plan number 027. The latest loaded filing year is 2023. The filing reports 636 participants and $165,403,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barclay Damon Llp
- EIN
- 15-0339022
- Plan number
- 027
- Plan type
- 3
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $165,403,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20241010153849NAL0020449025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,403,233
- Total liabilities (EOY)
- $11,500
- Net assets (EOY)
- $165,391,733
- Net assets (BOY)
- $141,918,070
Income & contributions
- Employer contributions
- $3,180,523
- Participant contributions
- $4,870,299
- Total contributions
- $9,393,145
- Total income / additions
- $33,370,821
Expenses & distributions
- Benefits paid
- $9,838,455
- Administrative expenses
- $49,595
- Total expenses
- $9,897,158
- Net increase / (decrease)
- $23,473,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $8,095 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4 | $0 | 2023 |