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, Barkley, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Barkley, Inc. under EIN 43-1028307 and plan number 003. The latest loaded filing year is 2023. The filing reports 780 participants and $47,004,515 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,004,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,004,515
- Net assets (BOY)
- $39,423,580
Income & contributions
- Employer contributions
- $1,616,854
- Participant contributions
- $4,106,939
- Total contributions
- $7,063,602
- Total income / additions
- $14,133,232
Expenses & distributions
- Benefits paid
- $6,571,716
- Administrative expenses
- -$19,419
- Total expenses
- $6,552,297
- Net increase / (decrease)
- $7,580,935