Barrios Technology 401(K) Profit Sharing Plan — Form 5500 plan (Barrios Technology)
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, Barrios Technology 401(K) Profit Sharing Plan is a benefit plan reported by Barrios Technology under EIN 76-0404611 and plan number 001. The latest loaded filing year is 2023. The filing reports 999 participants and $118,622,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barrios Technology
- EIN
- 76-0404611
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 999
- End-of-year plan assets
- $118,622,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 999 | H, C | 20241015153235NAL0030179041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,622,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,622,230
- Net assets (BOY)
- $101,060,145
Income & contributions
- Employer contributions
- $1,897,460
- Participant contributions
- $6,600,169
- Total contributions
- $9,118,042
- Total income / additions
- $25,808,946
Expenses & distributions
- Benefits paid
- $7,918,139
- Administrative expenses
- $285,140
- Total expenses
- $8,246,861
- Net increase / (decrease)
- $17,562,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $284,092 | $0 | 2023 |
| Da Davidson & Co | NONE | $126,744 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $1,578 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barrios Technology
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Da Davidson & Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation