401(K) Retirement Savings Plan For Employees Of The Dr.Gertrude A. Barber Center, Inc. — Form 5500 plan (Dr.Gertrude A. Barber Center, 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, 401(K) Retirement Savings Plan For Employees Of The Dr.Gertrude A. Barber Center, Inc. is a benefit plan reported by Dr.Gertrude A. Barber Center, Inc under EIN 23-7447611 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,173 participants and $37,026,311 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dr.Gertrude A. Barber Center, Inc
EIN
23-7447611
Plan number
001
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
1,173
End-of-year plan assets
$37,026,311

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,173H, C20241010110955NAL0039839314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,026,311
Total liabilities (EOY)
$0
Net assets (EOY)
$37,026,311
Net assets (BOY)
$32,709,756

Income & contributions

Employer contributions
$706,872
Participant contributions
$920,987
Total contributions
$1,636,112
Total income / additions
$6,979,312

Expenses & distributions

Benefits paid
$2,583,641
Administrative expenses
$79,116
Total expenses
$2,662,757
Net increase / (decrease)
$4,316,555

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
One Digital Investment AdvisorsADVISOR$44,360not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$34,756$02023

Related Form 5500 pages