Barrett & Stokely Inc Retirement Readiness 401(K) Plan — Form 5500 plan (Barrett & Stokely, 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, Barrett & Stokely Inc Retirement Readiness 401(K) Plan is a benefit plan reported by Barrett & Stokely, Inc. under EIN 35-1402847 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $11,532,653 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.5MPlan net assets, end of year$11,532,653
Participants270Covered participants reported
Assets / participant$42.7KComputed: assets ÷ participants$42,714 (computed)
Provider compensation$30.4K2 Schedule C provider row(s)$30,382
- Plan sponsor
- Barrett & Stokely, Inc.
- EIN
- 35-1402847
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241015141645NAL0016597395001 |
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,532,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,532,653
- Net assets (BOY)
- $10,366,589
Income & contributions
- Employer contributions
- $229,293
- Participant contributions
- $720,617
- Total contributions
- $957,339
- Total income / additions
- $2,658,543
Expenses & distributions
- Benefits paid
- $1,424,389
- Administrative expenses
- $29,477
- Total expenses
- $1,492,479
- Net increase / (decrease)
- $1,166,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qp Consulting | SERVICE PROVIDER | $0 | $25,000 | 2023 |
| Retirement Plan Concepts & Svc Inc | TPA | $0 | $5,382 | 2023 |