Barre Belt 401(K) Retirement Plan & Trust — Form 5500 plan (Barre Belt)
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, Barre Belt 401(K) Retirement Plan & Trust is a benefit plan reported by Barre Belt under EIN 22-3350494 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $8,569,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barre Belt
- EIN
- 22-3350494
- Plan number
- 002
- Plan type
- 1
- Location
- Barre, VT
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $8,569,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241015094911NAL0014342195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,569,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,569,291
- Net assets (BOY)
- $7,127,525
Income & contributions
- Employer contributions
- $52,816
- Participant contributions
- $386,311
- Total contributions
- $566,395
- Total income / additions
- $1,990,263
Expenses & distributions
- Benefits paid
- $497,656
- Administrative expenses
- $50,841
- Total expenses
- $548,497
- Net increase / (decrease)
- $1,441,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $20,070 | not reported in the loaded dataset | 2023 |
| Mcsoley Mccoy & Co. | NONE | $13,350 | not reported in the loaded dataset | 2023 |
| Osaic Institutions, Inc. | NONE | $11,743 | not reported in the loaded dataset | 2023 |
| Nfp Property And Casualty Services | NONE | $5,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barre Belt
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Barre, VT
- Cpi Qualified Plan Consultants, Inc — Schedule C compensation
- Mcsoley Mccoy & Co. — Schedule C compensation
- Osaic Institutions, Inc. — Schedule C compensation
- Nfp Property And Casualty Services — Schedule C compensation