Barnett Millworks, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Barnett Millworks, 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, Barnett Millworks, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Barnett Millworks, Inc. under EIN 63-0339935 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $7,618,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barnett Millworks, Inc.
EIN
63-0339935
Plan number
002
Plan type
2
Location
Theodore, AL
Latest filing year
2023
Participants
199
End-of-year plan assets
$7,618,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241014111717NAL0013191475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,618,763
Total liabilities (EOY)
$0
Net assets (EOY)
$7,618,763
Net assets (BOY)
$6,886,293

Income & contributions

Employer contributions
$83,368
Participant contributions
$471,036
Total contributions
$554,404
Total income / additions
$1,481,449

Expenses & distributions

Benefits paid
$721,220
Administrative expenses
$27,759
Total expenses
$748,979
Net increase / (decrease)
$732,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankADVISOR$24,653not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,106$02023

Related Form 5500 pages