2023 Form 5500 filing — Barletta Engineering Corporation 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 20250711134148NAL0017478802001) for Barletta Engineering Corporation 401(K) Profit Sharing Plan, reported by Barletta Engineering Corporation under EIN 04-3034210 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711134148NAL0017478802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barletta Engineering Corporation
- EIN
- 04-3034210
- Plan number
- 002
- Location
- Canton, MA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,359,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,359,973
- Employer contributions
- $1,403,627
- Participant contributions
- $1,559,822
- Total income / additions
- $14,756,277
- Benefits paid
- $4,771,879
- Administrative expenses
- $52,254
- Total expenses
- $4,824,133
- Net increase / (decrease)
- $9,932,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair & Company | OTHER FEES | $0 | $36,248 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $0 | $12,083 |
| Morningstar | SERVICE PROVIDER | $0 | $12,083 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $9,365 | not reported in the loaded dataset |