2023 Form 5500 filing — Barnwell Industries, Inc. Employees' Pension 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 20250710160741NAL0006745809001) for Barnwell Industries, Inc. Employees' Pension Plan, reported by Barnwell Industries, Inc. under EIN 72-0496921 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710160741NAL0006745809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnwell Industries, Inc.
- EIN
- 72-0496921
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 27
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,094,555
- Net assets (EOY)
- $13,094,555
- Total income / additions
- $2,052,108
- Benefits paid
- $246,493
- Administrative expenses
- $134,824
- Total expenses
- $939,887
- Net increase / (decrease)
- $1,112,221
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan | NONE | $75,861 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $43,346 | not reported in the loaded dataset |
| Morgan Lewis | NONE | $8,564 | not reported in the loaded dataset |