2023 Form 5500 filing — Barnhart Transportation LLC 401(K) Profit Sharing 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 20240917074125NAL0001589219001) for Barnhart Transportation LLC 401(K) Profit Sharing Plan, reported by Barnhart Transportation LLC under EIN 45-5089661 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917074125NAL0001589219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnhart Transportation LLC
- EIN
- 45-5089661
- Plan number
- 001
- Location
- North East, PA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,014,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,014,997
- Employer contributions
- $273,072
- Participant contributions
- $354,760
- Total income / additions
- $1,080,609
- Benefits paid
- $191,472
- Administrative expenses
- $22,322
- Total expenses
- $216,692
- Net increase / (decrease)
- $863,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $13,117 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $7,594 | not reported in the loaded dataset |
| M2b Retirement Consulting, LLC | CONTRACT ADMIN | $2,050 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,734 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $1,579 | not reported in the loaded dataset |