The Historical Christmas Barn, Inc - Pension Transfer Trust Plan — Form 5500 plan (The Historical Christmas Barn, 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, The Historical Christmas Barn, Inc - Pension Transfer Trust Plan is a benefit plan reported by The Historical Christmas Barn, Inc. under EIN 27-0401027 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $432,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Historical Christmas Barn, Inc.
- EIN
- 27-0401027
- Plan number
- 001
- Plan type
- 2
- Location
- Trumbull, CT
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $432,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240927115320NAL0001224435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $432,867
- Net assets (EOY)
- $432,867
- Net assets (BOY)
- $386,461
Income & contributions
- Employer contributions
- $21,341
- Total income / additions
- $46,406
Expenses & distributions
- Net increase / (decrease)
- $46,406
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.