2023 Form 5500 filing — M. Nelson Barnes & Sons, Inc. Employee Stock Ownership 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 20250428190335NAL0019401552001) for M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan, reported by M. Nelson Barnes & Sons, Inc. under EIN 52-0630098 and plan number 004. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250428190335NAL0019401552001
Filing year
2023
Form type
2
Plan sponsor
M. Nelson Barnes & Sons, Inc.
EIN
52-0630098
Plan number
004
Location
Cockeysville, MD
Participants
72
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$496
Net assets (EOY)
$496
Employer contributions
$93,000
Total income / additions
-$893,160
Benefits paid
$97,206
Total expenses
$97,206
Net increase / (decrease)
-$990,366
Schedule source
Schedule I

Related Form 5500 pages