Tom Barrow Co. Profit Sharing Plan — Form 5500 plan (Tom Barrow Co.)
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, Tom Barrow Co. Profit Sharing Plan is a benefit plan reported by Tom Barrow Co. under EIN 58-1152774 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $37,977,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tom Barrow Co.
- EIN
- 58-1152774
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $37,977,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240806111154NAL0004113808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,977,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,977,216
- Net assets (BOY)
- $34,145,368
Income & contributions
- Employer contributions
- $1,165,455
- Participant contributions
- $2,491,261
- Total contributions
- $3,777,003
- Total income / additions
- $10,366,887
Expenses & distributions
- Benefits paid
- $6,429,290
- Administrative expenses
- $105,749
- Total expenses
- $6,535,039
- Net increase / (decrease)
- $3,831,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $39,271 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,294 | $0 | 2023 |
| Seay & Weissinger, LLC | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tom Barrow Co.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Seay & Weissinger, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation