Barron Service Parts Co. 401(K) Profit Sharing Plan — Form 5500 plan (Barron Service Parts Co)
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, Barron Service Parts Co. 401(K) Profit Sharing Plan is a benefit plan reported by Barron Service Parts Co under EIN 75-1584056 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $7,845,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barron Service Parts Co
- EIN
- 75-1584056
- Plan number
- 001
- Plan type
- 2
- Location
- Odessa, TX
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $7,845,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241014093117NAL0026913985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,845,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,845,687
- Net assets (BOY)
- $7,358,052
Income & contributions
- Employer contributions
- $249,814
- Participant contributions
- $236,509
- Total contributions
- $511,894
- Total income / additions
- $2,381,526
Expenses & distributions
- Benefits paid
- $1,855,995
- Administrative expenses
- $33,981
- Total expenses
- $1,893,891
- Net increase / (decrease)
- $487,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $31,891 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,900 | $0 | 2023 |