E.C. Barton & Company Employee Stock Ownership Plan & Trust — Form 5500 plan (E.C. Barton & Company)

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, E.C. Barton & Company Employee Stock Ownership Plan & Trust is a benefit plan reported by E.C. Barton & Company under EIN 71-0011610 and plan number 001. The latest loaded filing year is 2023. The filing reports 854 participants and $167,149,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.C. Barton & Company
EIN
71-0011610
Plan number
001
Plan type
2
Location
Jonesboro, AR
Latest filing year
2023
Participants
854
End-of-year plan assets
$167,149,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023854H20250813114510NAL0025417138001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,149,092
Total liabilities (EOY)
$15,973,517
Net assets (EOY)
$151,175,575
Net assets (BOY)
$143,813,855

Income & contributions

Employer contributions
$10,474,313
Total contributions
$10,474,313
Total income / additions
$21,539,014

Expenses & distributions

Benefits paid
$12,834,496
Administrative expenses
$0
Total expenses
$14,177,294
Net increase / (decrease)
$7,361,720

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages