Plan5500

Binkley & Barfield, Inc. Profit Sharing Plan — Form 5500 plan (Binkley & Barfield, 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, Binkley & Barfield, Inc. Profit Sharing Plan is a benefit plan reported by Binkley & Barfield, Inc. under EIN 74-1701559 and plan number 004. The latest loaded filing year is 2023. The filing reports 286 participants and $6,323,704 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Binkley & Barfield, Inc.
EIN
74-1701559
Plan number
004
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
286
End-of-year plan assets
$6,323,704

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241014165453NAL0027912017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,323,704
Total liabilities (EOY)
$3,878,535
Net assets (EOY)
$2,445,169
Net assets (BOY)
$6,214,523

Income & contributions

Total contributions
$0
Total income / additions
$175,471

Expenses & distributions

Benefits paid
$3,900,173
Administrative expenses
$44,652
Total expenses
$3,944,825
Net increase / (decrease)
-$3,769,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Isaacks & AssociatesACCOUNTANT$16,000not reported in the loaded dataset2023
EepbVALUATION SERVICES$14,000not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,377$02023

Related Form 5500 pages