2023 Form 5500 filing — Barker Management, Inc.
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 20240809051016NAL0005971121001) for Barker Management, Inc., reported by Barker Management, Inc. under EIN 33-0249019 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809051016NAL0005971121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barker Management, Inc.
- EIN
- 33-0249019
- Plan number
- 002
- Location
- Anaheim, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,604,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,604,270
- Employer contributions
- $145,855
- Participant contributions
- $423,713
- Total income / additions
- $1,397,570
- Benefits paid
- $647,464
- Administrative expenses
- $39,971
- Total expenses
- $696,552
- Net increase / (decrease)
- $701,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $24,664 | $0 |
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $15,306 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |