Barron Collier Partnership Savings Plan — Form 5500 plan (Barron Collier Partnership)
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, Barron Collier Partnership Savings Plan is a benefit plan reported by Barron Collier Partnership under EIN 65-0247894 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $30,532,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barron Collier Partnership
- EIN
- 65-0247894
- Plan number
- 001
- Plan type
- 3
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $30,532,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241015154540NAL0030221729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,532,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,532,301
- Net assets (BOY)
- $26,479,205
Income & contributions
- Employer contributions
- $465,802
- Participant contributions
- $1,272,339
- Total contributions
- $1,762,926
- Total income / additions
- $6,180,882
Expenses & distributions
- Benefits paid
- $2,122,458
- Administrative expenses
- $5,328
- Total expenses
- $2,127,786
- Net increase / (decrease)
- $4,053,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $10,244 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,328 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barron Collier Partnership
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Principal Securities Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation