Plan5500

Barnwell Industries, Inc. Employees' Pension Plan — Form 5500 plan (Barnwell Industries, 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, Barnwell Industries, Inc. Employees' Pension Plan is a benefit plan reported by Barnwell Industries, Inc. under EIN 72-0496921 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $13,094,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barnwell Industries, Inc.
EIN
72-0496921
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
27
End-of-year plan assets
$13,094,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327I, C20250710160741NAL0006745809001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,094,555
Net assets (EOY)
$13,094,555
Net assets (BOY)
$11,982,334

Income & contributions

Total income / additions
$2,052,108

Expenses & distributions

Benefits paid
$246,493
Administrative expenses
$134,824
Total expenses
$939,887
Net increase / (decrease)
$1,112,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp MorganNONE$75,861not reported in the loaded dataset2023
Willis Towers Watson Us LLCNONE$43,346not reported in the loaded dataset2023
Morgan LewisNONE$8,564not reported in the loaded dataset2023

Related Form 5500 pages