Diablo Physical Therapy & Sports Medicine 401(K) Plan & Trust I — Form 5500 plan (Barman & Sargent, 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, Diablo Physical Therapy & Sports Medicine 401(K) Plan & Trust I is a benefit plan reported by Barman & Sargent, Inc. under EIN 68-0444175 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $4,792,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barman & Sargent, Inc.
- EIN
- 68-0444175
- Plan number
- 001
- Plan type
- 2
- Location
- Danville, CA
- Latest filing year
- 2023
- Participants
- 24
- End-of-year plan assets
- $4,792,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20240701170835NAL0004531089001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,792,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,792,970
- Net assets (BOY)
- $4,545,108
Income & contributions
- Employer contributions
- $51,309
- Participant contributions
- $188,626
- Total income / additions
- $1,016,190
Expenses & distributions
- Benefits paid
- $737,395
- Administrative expenses
- $110
- Total expenses
- $768,328
- Net increase / (decrease)
- $247,862
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.