Barley Snyder Profit Sharing 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 Profit Sharing Plan is a benefit plan reported by Barley Snyder Llp under EIN 23-1499543 and plan number 003. The latest loaded filing year is 2023. The filing reports 227 participants and $27,597,650 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
- 003
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $27,597,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240709120932NAL0021916128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,597,650
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $27,597,620
- Net assets (BOY)
- $22,882,181
Income & contributions
- Employer contributions
- $1,662,004
- Total contributions
- $1,662,004
- Total income / additions
- $5,759,055
Expenses & distributions
- Benefits paid
- $975,630
- Administrative expenses
- $67,986
- Total expenses
- $1,043,616
- Net increase / (decrease)
- $4,715,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | NONE | $16,001 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $15,670 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors | NONE | $14,281 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $11,152 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $10,882 | $0 | 2023 |
| Capital Research And Company | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Federated Hermes | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Fidelity Selectco, LLC | NONE | $0 | $0 | 2023 |
| Invesco Advisers, Inc. | NONE | $0 | $0 | 2023 |
| Delaware Management Company | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Morley Capital | NONE | $0 | $0 | 2023 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 | 2023 |
| Pacific Investment Company LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barley Snyder Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Onedigital Investment Advisors — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Resource Investment Advisors — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Capital Research And Company — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Federated Hermes — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Fidelity Selectco, LLC — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Delaware Management Company — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Morley Capital — Schedule C compensation
- Lord, Abbett & Co LLC — Schedule C compensation
- Pacific Investment Company LLC — Schedule C compensation