Barr & Barr, Inc. Employee Stock Ownership Plan — Form 5500 plan (Barr & Barr, Inc.)
Plain-English plan 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, Barr & Barr, Inc. Employee Stock Ownership Plan is a benefit plan reported by Barr & Barr, Inc. under EIN 13-0469970 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $29,143,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barr & Barr, Inc.
- EIN
- 13-0469970
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H | 20240903132649NAL0009212051001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $29,143,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,143,093
- Net assets (BOY)
- $24,192,110
Income & contributions
- Employer contributions
- $1,883,694
- Total contributions
- $1,883,694
- Total income / additions
- $6,846,556
Expenses & distributions
- Benefits paid
- $1,895,573
- Administrative expenses
- $0
- Total expenses
- $1,895,573
- Net increase / (decrease)
- $4,950,983
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.