2023 Form 5500 filing — Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement
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 20241008093621NAL0033254178001) for Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement, reported by Barkley Ag Enterprises, LLC under EIN 86-0889844 and plan number 001. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093621NAL0033254178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barkley Ag Enterprises, LLC
- EIN
- 86-0889844
- Plan number
- 001
- Location
- Yuma, AZ
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,431,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,431,278
- Employer contributions
- $412,733
- Participant contributions
- $753,587
- Total income / additions
- $2,251,438
- Benefits paid
- $468,594
- Administrative expenses
- $53,278
- Total expenses
- $521,872
- Net increase / (decrease)
- $1,729,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $49,789 | $0 |
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $22,759 |
| Cbiz Benefits & Insurance Svcs Inc | THIRD PARTY ADMIN. | $3,425 | $6,496 |
| Morningstar Investment Mgmt | INVESTMENT ADVISORY | $63 | not reported in the loaded dataset |