Barnhart Transportation LLC 401(K) Profit Sharing Plan — Form 5500 plan (Barnhart Transportation LLC)
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, Barnhart Transportation LLC 401(K) Profit Sharing Plan is a benefit plan reported by Barnhart Transportation LLC under EIN 45-5089661 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $3,014,997 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnhart Transportation LLC
- EIN
- 45-5089661
- Plan number
- 001
- Plan type
- 2
- Location
- North East, PA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $3,014,997
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240917074125NAL0001589219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,014,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,014,997
- Net assets (BOY)
- $2,151,080
Income & contributions
- Employer contributions
- $273,072
- Participant contributions
- $354,760
- Total contributions
- $627,832
- Total income / additions
- $1,080,609
Expenses & distributions
- Benefits paid
- $191,472
- Administrative expenses
- $22,322
- Total expenses
- $216,692
- Net increase / (decrease)
- $863,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $13,117 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $7,594 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting, LLC | CONTRACT ADMIN | $2,050 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,734 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $1,579 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barnhart Transportation LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in North East, PA
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Lpl Financial — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation