2023 Form 5500 filing — Barrett Petfood Innovations 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730213213NAL0020991729001) for Barrett Petfood Innovations 401(K) Plan, reported by Barrett Ag Service, Inc. under EIN 41-1572322 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730213213NAL0020991729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barrett Ag Service, Inc.
- EIN
- 41-1572322
- Plan number
- 001
- Location
- Brainerd, MN
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,758,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,758,361
- Employer contributions
- $437,579
- Participant contributions
- $771,283
- Total income / additions
- $2,139,286
- Benefits paid
- $142,476
- Administrative expenses
- $44,971
- Total expenses
- $187,447
- Net increase / (decrease)
- $1,951,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | NONE | $18,701 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,502 | $500 |
| Wilshire Associates | INVESTMENT ADVISOR | $748 | not reported in the loaded dataset |