Plan5500

Barton Solvents Retirement Plan — Form 5500 plan (Barton Solvents, 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, Barton Solvents Retirement Plan is a benefit plan reported by Barton Solvents, Inc. under EIN 42-0683217 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $57,474,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barton Solvents, Inc.
EIN
42-0683217
Plan number
001
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
303
End-of-year plan assets
$57,474,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20240923102632NAL0011319265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,474,935
Total liabilities (EOY)
$0
Net assets (EOY)
$57,474,935
Net assets (BOY)
$52,053,812

Income & contributions

Employer contributions
$3,272,310
Participant contributions
$898,672
Total contributions
$4,170,982
Total income / additions
$10,763,453

Expenses & distributions

Benefits paid
$5,185,728
Administrative expenses
$156,602
Total expenses
$5,342,330
Net increase / (decrease)
$5,421,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$156,602$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$104,8082023

Related Form 5500 pages