Barley Snyder Savings Plan — Form 5500 plan (Barley Snyder Llp)
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, Barley Snyder Savings Plan is a benefit plan reported by Barley Snyder Llp under EIN 23-1499543 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $55,825,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barley Snyder Llp
- EIN
- 23-1499543
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $55,825,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240708124235NAL0007258691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,825,057
- Total liabilities (EOY)
- $77,108
- Net assets (EOY)
- $55,747,949
- Net assets (BOY)
- $44,822,510
Income & contributions
- Employer contributions
- $1,059,311
- Participant contributions
- $2,496,308
- Total contributions
- $5,760,192
- Total income / additions
- $14,580,496
Expenses & distributions
- Benefits paid
- $3,453,313
- Administrative expenses
- $201,744
- Total expenses
- $3,655,057
- Net increase / (decrease)
- $10,925,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $214,787 | not reported in the loaded dataset | 2023 |