Plan5500

Barge Design Solutions, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Barge Design Solutions, 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, Barge Design Solutions, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Barge Design Solutions, Inc. under EIN 62-0525827 and plan number 001. The latest loaded filing year is 2023. The filing reports 627 participants and $120,481,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barge Design Solutions, Inc.
EIN
62-0525827
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
627
End-of-year plan assets
$120,481,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023627H, C20241015084754NAL0014266275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,481,536
Total liabilities (EOY)
$0
Net assets (EOY)
$120,481,536
Net assets (BOY)
$95,235,062

Income & contributions

Employer contributions
$2,756,728
Participant contributions
$5,687,234
Total contributions
$11,708,245
Total income / additions
$34,090,832

Expenses & distributions

Benefits paid
$8,600,919
Administrative expenses
$243,439
Total expenses
$8,844,358
Net increase / (decrease)
$25,246,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$179,438$02023
Robert W Baird IncINV ADV, PARTICIPANTS$64,000not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages