Barnes Health Care Services 401k Plan — Form 5500 plan (Barnes Drug Stores Of Valdosta, 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, Barnes Health Care Services 401k Plan is a benefit plan reported by Barnes Drug Stores Of Valdosta, Inc. under EIN 58-0954259 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $5,726,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnes Drug Stores Of Valdosta, Inc.
- EIN
- 58-0954259
- Plan number
- 001
- Plan type
- 2
- Location
- Valdosta, GA
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $5,726,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240827093837NAL0010441105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,726,479
- Total liabilities (EOY)
- $30,085
- Net assets (EOY)
- $5,696,394
- Net assets (BOY)
- $5,189,793
Income & contributions
- Employer contributions
- $44,742
- Participant contributions
- $403,261
- Total contributions
- $466,475
- Total income / additions
- $1,337,484
Expenses & distributions
- Benefits paid
- $769,507
- Administrative expenses
- $61,376
- Total expenses
- $830,883
- Net increase / (decrease)
- $506,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aprio Benefit Advisors, LLC | THIRD PARTY ADMIN | $16,291 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Srvcs | RECORDKEEPER | $15,822 | $0 | 2023 |
| Clements, Purvis & Stewart, Pc | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $5,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barnes Drug Stores Of Valdosta, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Valdosta, GA
- Aprio Benefit Advisors, LLC — Schedule C compensation
- Capital Group Retirement Plan Srvcs — Schedule C compensation
- Clements, Purvis & Stewart, Pc — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation