Barnhardt Manufacturing Company 401(K) Plan — Form 5500 plan (Barnhardt Manufacturing Company)
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, Barnhardt Manufacturing Company 401(K) Plan is a benefit plan reported by Barnhardt Manufacturing Company under EIN 56-0134380 and plan number 004. The latest loaded filing year is 2023. The filing reports 592 participants and $42,615,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnhardt Manufacturing Company
- EIN
- 56-0134380
- Plan number
- 004
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $42,615,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20241014103954NAL0044184752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,615,190
- Total liabilities (EOY)
- $7
- Net assets (EOY)
- $42,615,183
- Net assets (BOY)
- $39,790,929
Income & contributions
- Employer contributions
- $1,991,158
- Participant contributions
- $2,612,062
- Total contributions
- $4,688,134
- Total income / additions
- $10,057,485
Expenses & distributions
- Benefits paid
- $7,118,441
- Administrative expenses
- $92,174
- Total expenses
- $7,233,231
- Net increase / (decrease)
- $2,824,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,174 | $0 | 2023 |
| Bna Wealth Inc | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |