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, Barrett & Stokely Inc Retirement Readiness 401(K) Plan is a benefit plan reported by Barrett & Stokely, Inc. under EIN 35-1402847 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $11,532,653 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,532,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,532,653
- Net assets (BOY)
- $10,366,589
Income & contributions
- Employer contributions
- $229,293
- Participant contributions
- $720,617
- Total contributions
- $957,339
- Total income / additions
- $2,658,543
Expenses & distributions
- Benefits paid
- $1,424,389
- Administrative expenses
- $29,477
- Total expenses
- $1,492,479
- Net increase / (decrease)
- $1,166,064