Retirement Income Security Plan-Barney Trucking — Form 5500 plan (Barney Trucking, 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, Retirement Income Security Plan-Barney Trucking is a benefit plan reported by Barney Trucking, Inc. under EIN 87-0331328 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,036 participants and $15,150,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barney Trucking, Inc.
- EIN
- 87-0331328
- Plan number
- 001
- Plan type
- 2
- Location
- Salina, UT
- Latest filing year
- 2023
- Participants
- 1,036
- End-of-year plan assets
- $15,150,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,036 | H, C | 20241010215843NAL0010423763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,150,729
- Total liabilities (EOY)
- -$30,958
- Net assets (EOY)
- $15,181,687
- Net assets (BOY)
- $12,867,297
Income & contributions
- Employer contributions
- $749,691
- Participant contributions
- $1,379,474
- Total contributions
- $2,158,808
- Total income / additions
- $4,377,521
Expenses & distributions
- Benefits paid
- $1,944,903
- Administrative expenses
- $110,870
- Total expenses
- $2,063,131
- Net increase / (decrease)
- $2,314,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $52,013 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $27,505 | not reported in the loaded dataset | 2023 |
| Amussen Hunsaker & Associates LLC | NONE | $24,303 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $2,999 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barney Trucking, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salina, UT
- Ameritas Life Insurance Corp — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Amussen Hunsaker & Associates LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation