Barfield, Inc. 401(K) Savings Plan — Form 5500 plan (Barfield, 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, Barfield, Inc. 401(K) Savings Plan is a benefit plan reported by Barfield, Inc. under EIN 59-0556588 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $18,003,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barfield, Inc.
- EIN
- 59-0556588
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $18,003,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20240911165437NAL0014790898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,003,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,003,083
- Net assets (BOY)
- $16,655,529
Income & contributions
- Employer contributions
- $479,001
- Participant contributions
- $1,384,928
- Total contributions
- $1,884,467
- Total income / additions
- $4,159,991
Expenses & distributions
- Benefits paid
- $2,606,037
- Administrative expenses
- $141,403
- Total expenses
- $2,812,437
- Net increase / (decrease)
- $1,347,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,091 | $0 | 2023 |
| Ubs Financial Services, Inc | INVESTMENT ADVISOR | $42,033 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $12,545 | $0 | 2023 |
| Assurance Dimensions | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,632 | not reported in the loaded dataset | 2023 |
| Pension Consulting Services, LLC | OTHER | $2,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barfield, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Pension Consulting Services, LLC — Schedule C compensation