Barker Management, Inc. — Form 5500 plan (Barker Management, 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, Barker Management, Inc. is a benefit plan reported by Barker Management, Inc. under EIN 33-0249019 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $6,604,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barker Management, Inc.
EIN
33-0249019
Plan number
002
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
291
End-of-year plan assets
$6,604,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20240809051016NAL0005971121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,604,270
Total liabilities (EOY)
$0
Net assets (EOY)
$6,604,270
Net assets (BOY)
$5,903,252

Income & contributions

Employer contributions
$145,855
Participant contributions
$423,713
Total contributions
$569,568
Total income / additions
$1,397,570

Expenses & distributions

Benefits paid
$647,464
Administrative expenses
$39,971
Total expenses
$696,552
Net increase / (decrease)
$701,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$24,664$02023
Raymond James Financial ServiceINVESTMENT/FINANCIAL ADVI$15,306$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages