Save More Retirement Plan And Trust — Form 5500 plan (Barnard Construction Company, 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, Save More Retirement Plan And Trust is a benefit plan reported by Barnard Construction Company, Inc. under EIN 81-0384712 and plan number 011. The latest loaded filing year is 2023. The filing reports 905 participants and $105,700,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barnard Construction Company, Inc.
EIN
81-0384712
Plan number
011
Plan type
2
Location
Bozeman, MT
Latest filing year
2023
Participants
905
End-of-year plan assets
$105,700,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023905H, C20241008172621NAL0008617075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,700,601
Total liabilities (EOY)
$141,883
Net assets (EOY)
$105,558,718
Net assets (BOY)
$90,458,068

Income & contributions

Employer contributions
$6,168,081
Participant contributions
$4,427,840
Total contributions
$10,860,986
Total income / additions
$26,564,840

Expenses & distributions

Benefits paid
$11,459,566
Administrative expenses
$4,624
Total expenses
$11,464,190
Net increase / (decrease)
$15,100,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$14,877not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$10,253$02023

Related Form 5500 pages