Barnes, Dennig & Co., Ltd. Profit Sharing Plan — Form 5500 plan (Barnes, Dennig & Co., Ltd.)
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, Barnes, Dennig & Co., Ltd. Profit Sharing Plan is a benefit plan reported by Barnes, Dennig & Co., Ltd. under EIN 31-1119890 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $38,012,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnes, Dennig & Co., Ltd.
- EIN
- 31-1119890
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $38,012,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241009161613NAL0009393651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,012,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,012,245
- Net assets (BOY)
- $34,621,592
Income & contributions
- Employer contributions
- $1,089,040
- Participant contributions
- $1,753,216
- Total contributions
- $2,911,070
- Total income / additions
- $7,966,494
Expenses & distributions
- Benefits paid
- $4,367,160
- Administrative expenses
- $208,681
- Total expenses
- $4,575,841
- Net increase / (decrease)
- $3,390,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Biechele Royce Advisors, Inc | FINANCIAL ADVISOR | $35,530 | not reported in the loaded dataset | 2023 |
| Anderson Financial Strategies, LLC | FINANCIAL ADVISOR | $32,412 | not reported in the loaded dataset | 2023 |
| Bartlett& Co. Wealth Management | ADVISOR FEE | $17,612 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | FINANCIAL ADVISOR | $14,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barnes, Dennig & Co., Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Biechele Royce Advisors, Inc — Schedule C compensation
- Anderson Financial Strategies, LLC — Schedule C compensation
- Bartlett& Co. Wealth Management — Schedule C compensation
- Ubs Financial Services — Schedule C compensation