2023 Form 5500 filing — Barrios Technology 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 20241015153235NAL0030179041001) for Barrios Technology 401(K) Profit Sharing Plan, reported by Barrios Technology under EIN 76-0404611 and plan number 001. It reports 999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153235NAL0030179041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barrios Technology
- EIN
- 76-0404611
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,622,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,622,230
- Employer contributions
- $1,897,460
- Participant contributions
- $6,600,169
- Total income / additions
- $25,808,946
- Benefits paid
- $7,918,139
- Administrative expenses
- $285,140
- Total expenses
- $8,246,861
- Net increase / (decrease)
- $17,562,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $284,092 | $0 |
| Da Davidson & Co | NONE | $126,744 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $1,578 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset |