Barre Belt — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Barre Belt (EIN 22-3350494) is a plan sponsor located in Barre, VT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-3350494
Location
Barre, VT
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,569,291
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,569,291

Contributions & income

Employer contributions
$52,816
Participant contributions
$386,311
Total income / additions
$1,990,263

Expenses & distributions

Benefits paid / distributions
$497,656
Total expenses
$548,497
Net increase / (decrease)
$1,441,766

Coverage

Total reported participants
166
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Barre Belt plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Barre Belt 401(K) Retirement Plan & Trust002166$8,569,2912023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Barre Belt
YearPlanParticipantsSchedulesFiling
2023Barre Belt 401(K) Retirement Plan & Trust166H, C20241015094911NAL0014342195001

Related Form 5500 pages