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, Bradford & Barthel 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bradford & Barthel, Llp under EIN 94-3257728 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $29,432,620 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,432,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,432,620
- Net assets (BOY)
- $22,816,372
Income & contributions
- Employer contributions
- $120,203
- Participant contributions
- $1,930,348
- Total contributions
- $2,646,457
- Total income / additions
- $7,095,265
Expenses & distributions
- Benefits paid
- $477,367
- Administrative expenses
- $1,650
- Total expenses
- $479,017
- Net increase / (decrease)
- $6,616,248