Barry'S Bootcamp Holdings, LLC 401(K) Plan — Form 5500 plan (Barry'S Bootcamp Holdings, 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, Barry'S Bootcamp Holdings, LLC 401(K) Plan is a benefit plan reported by Barry'S Bootcamp Holdings, LLC under EIN 46-4677965 and plan number 001. The latest loaded filing year is 2023. The filing reports 980 participants and $4,917,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barry'S Bootcamp Holdings, LLC
- EIN
- 46-4677965
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $4,917,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241003141050NAL0017220000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,917,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,917,425
- Net assets (BOY)
- $3,173,302
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,335,181
- Total contributions
- $1,559,534
- Total income / additions
- $2,307,267
Expenses & distributions
- Benefits paid
- $489,005
- Administrative expenses
- $55,988
- Total expenses
- $563,144
- Net increase / (decrease)
- $1,744,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,517 | $0 | 2023 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISOR | $15,368 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $103 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barry'S Bootcamp Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Hauser Retirement Solutions 2 LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation