Barentz North America, LLC 401(K) Retirement Plan — Form 5500 plan (Barentz North America, LLC)

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, Barentz North America, LLC 401(K) Retirement Plan is a benefit plan reported by Barentz North America, LLC under EIN 34-1209005 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $35,049,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barentz North America, LLC
EIN
34-1209005
Plan number
001
Plan type
2
Location
Avon, OH
Latest filing year
2023
Participants
404
End-of-year plan assets
$35,049,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20241001081434NAL0006783457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,049,119
Total liabilities (EOY)
$0
Net assets (EOY)
$35,049,119
Net assets (BOY)
$28,237,149

Income & contributions

Employer contributions
$1,612,923
Participant contributions
$3,268,572
Total contributions
$5,466,603
Total income / additions
$10,186,501

Expenses & distributions

Benefits paid
$3,211,125
Administrative expenses
$131,404
Total expenses
$3,374,531
Net increase / (decrease)
$6,811,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$77,881$02023
Nfp Retirement IncINVESTMENT ADVISOR$53,523not reported in the loaded dataset2023

Related Form 5500 pages