H. H. Barnum Company 401(K) Profit Sharing Plan — Form 5500 plan (H. H. Barnum Company)
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, H. H. Barnum Company 401(K) Profit Sharing Plan is a benefit plan reported by H. H. Barnum Company under EIN 38-1753585 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $31,170,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. H. Barnum Company
- EIN
- 38-1753585
- Plan number
- 002
- Plan type
- 2
- Location
- Brighton, MI
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $31,170,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241012105336NAL0013283923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,170,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,170,749
- Net assets (BOY)
- $23,750,891
Income & contributions
- Employer contributions
- $1,018,670
- Participant contributions
- $2,312,925
- Total contributions
- $3,549,432
- Total income / additions
- $7,890,055
Expenses & distributions
- Benefits paid
- $99,586
- Administrative expenses
- $68,918
- Total expenses
- $470,197
- Net increase / (decrease)
- $7,419,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $33,553 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $23,196 | $0 | 2023 |
| Doeren Mayhew & Co., Pc | NONE | $13,000 | not reported in the loaded dataset | 2023 |