2023 Form 5500 filing — Barclay Damon Llp Profit Sharing And 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 20241010153849NAL0020449025001) for Barclay Damon Llp Profit Sharing And 401(K) Plan, reported by Barclay Damon Llp under EIN 15-0339022 and plan number 027. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153849NAL0020449025001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Barclay Damon Llp
- EIN
- 15-0339022
- Plan number
- 027
- Location
- Syracuse, NY
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,403,233
- Total liabilities (EOY)
- $11,500
- Net assets (EOY)
- $165,391,733
- Employer contributions
- $3,180,523
- Participant contributions
- $4,870,299
- Total income / additions
- $33,370,821
- Benefits paid
- $9,838,455
- Administrative expenses
- $49,595
- Total expenses
- $9,897,158
- Net increase / (decrease)
- $23,473,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | NONE | $30,000 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $8,095 | $0 |
| Charles Schwab & Co., Inc. | NONE | $4 | $0 |