2023 Form 5500 filing — Barclay Water Treatment Co., 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 20250815115733NAL0005867123001) for Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan, reported by Barclay Water Treatment Co., Inc. under EIN 04-2772059 and plan number 002. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815115733NAL0005867123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barclay Water Treatment Co., Inc.
- EIN
- 04-2772059
- Plan number
- 002
- Location
- Newton, MA
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,024,167
- Total liabilities (EOY)
- $3,197,616
- Net assets (EOY)
- $117,826,551
- Employer contributions
- $1,475,727
- Total income / additions
- $40,424,839
- Benefits paid
- $4,117,649
- Administrative expenses
- $19,565
- Total expenses
- $4,215,801
- Net increase / (decrease)
- $36,209,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | PLAN ADMINISTRATOR | $19,564 | not reported in the loaded dataset |