2023 Form 5500 filing — H. H. Barnum Company 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 20241012105336NAL0013283923001) for H. H. Barnum Company 401(K) Profit Sharing Plan, reported by H. H. Barnum Company under EIN 38-1753585 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012105336NAL0013283923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H. H. Barnum Company
- EIN
- 38-1753585
- Plan number
- 002
- Location
- Brighton, MI
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,170,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,170,749
- Employer contributions
- $1,018,670
- Participant contributions
- $2,312,925
- Total income / additions
- $7,890,055
- Benefits paid
- $99,586
- Administrative expenses
- $68,918
- Total expenses
- $470,197
- Net increase / (decrease)
- $7,419,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $33,553 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $23,196 | $0 |
| Doeren Mayhew & Co., Pc | NONE | $13,000 | not reported in the loaded dataset |