2023 Form 5500 filing — Barrett Business Services, Inc. Retirement Savings 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 20241014115543NAL0014877779001) for Barrett Business Services, Inc. Retirement Savings Plan, reported by Barrett Business Services, Inc. under EIN 52-0812977 and plan number 001. It reports 41,735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115543NAL0014877779001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Barrett Business Services, Inc.
- EIN
- 52-0812977
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 41,735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,723,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,723,948
- Employer contributions
- $10,299,843
- Participant contributions
- $23,581,875
- Total income / additions
- $62,290,958
- Benefits paid
- $14,348,464
- Administrative expenses
- $831,963
- Total expenses
- $15,180,427
- Net increase / (decrease)
- $47,110,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $676,492 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $127,500 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $17,357 | $0 |
| Barrett Business Services, Inc. | NONE | $8,531 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |