2023 Form 5500 filing — Barron Collier Partnership 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 20241015154540NAL0030221729001) for Barron Collier Partnership Savings Plan, reported by Barron Collier Partnership under EIN 65-0247894 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154540NAL0030221729001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Barron Collier Partnership
- EIN
- 65-0247894
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,532,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,532,301
- Employer contributions
- $465,802
- Participant contributions
- $1,272,339
- Total income / additions
- $6,180,882
- Benefits paid
- $2,122,458
- Administrative expenses
- $5,328
- Total expenses
- $2,127,786
- Net increase / (decrease)
- $4,053,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $10,244 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,328 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |