2023 Form 5500 filing — Barnhardt Manufacturing Company 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 20241014103954NAL0044184752001) for Barnhardt Manufacturing Company 401(K) Plan, reported by Barnhardt Manufacturing Company under EIN 56-0134380 and plan number 004. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103954NAL0044184752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnhardt Manufacturing Company
- EIN
- 56-0134380
- Plan number
- 004
- Location
- Charlotte, NC
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,615,190
- Total liabilities (EOY)
- $7
- Net assets (EOY)
- $42,615,183
- Employer contributions
- $1,991,158
- Participant contributions
- $2,612,062
- Total income / additions
- $10,057,485
- Benefits paid
- $7,118,441
- Administrative expenses
- $92,174
- Total expenses
- $7,233,231
- Net increase / (decrease)
- $2,824,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,174 | $0 |
| Bna Wealth Inc | ADVISOR | $40,000 | not reported in the loaded dataset |