Barrett Petfood Innovations 401(K) Plan — Form 5500 plan (Barrett Ag Service, 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, Barrett Petfood Innovations 401(K) Plan is a benefit plan reported by Barrett Ag Service, Inc. under EIN 41-1572322 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $4,758,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barrett Ag Service, Inc.
EIN
41-1572322
Plan number
001
Plan type
2
Location
Brainerd, MN
Latest filing year
2023
Participants
336
End-of-year plan assets
$4,758,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20240730213213NAL0020991729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,758,361
Total liabilities (EOY)
$0
Net assets (EOY)
$4,758,361
Net assets (BOY)
$2,806,522

Income & contributions

Employer contributions
$437,579
Participant contributions
$771,283
Total contributions
$1,486,272
Total income / additions
$2,139,286

Expenses & distributions

Benefits paid
$142,476
Administrative expenses
$44,971
Total expenses
$187,447
Net increase / (decrease)
$1,951,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.NONE$18,701not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,502$5002023
Wilshire AssociatesINVESTMENT ADVISOR$748not reported in the loaded dataset2023

Related Form 5500 pages