Barton College Retirement Plan — Form 5500 plan (Barton College)
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, Barton College Retirement Plan is a benefit plan reported by Barton College under EIN 56-0529933 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $26,929,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barton College
- EIN
- 56-0529933
- Plan number
- 001
- Plan type
- 2
- Location
- Wilson, NC
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $26,929,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20241008161428NAL0017960577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,929,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,929,017
- Net assets (BOY)
- $24,374,570
Income & contributions
- Employer contributions
- $157,433
- Participant contributions
- $658,455
- Total contributions
- $867,374
- Total income / additions
- $4,280,113
Expenses & distributions
- Benefits paid
- $1,690,039
- Administrative expenses
- $35,627
- Total expenses
- $1,725,666
- Net increase / (decrease)
- $2,554,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $24,219 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $11,324 | $0 | 2023 |