The Barton Group Pension Plan — Form 5500 plan (The Barton Group)
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, The Barton Group Pension Plan is a benefit plan reported by The Barton Group under EIN 23-1624372 and plan number 003. The latest loaded filing year is 2023. The filing reports 251 participants and $24,547,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Barton Group
- EIN
- 23-1624372
- Plan number
- 003
- Plan type
- 2
- Location
- Glens Falls, NY
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $24,547,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241010190548NAL0041263874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,547,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,547,418
- Net assets (BOY)
- $21,630,181
Income & contributions
- Employer contributions
- $1,270,773
- Total contributions
- $1,270,773
- Total income / additions
- $4,370,936
Expenses & distributions
- Benefits paid
- $1,227,458
- Administrative expenses
- $226,241
- Total expenses
- $1,453,699
- Net increase / (decrease)
- $2,917,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $46,443 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $30,825 | not reported in the loaded dataset | 2023 |