Barton Malow Profit Sharing And Savings Plan — Form 5500 plan (Barton Malow Holdings LLC)
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, Barton Malow Profit Sharing And Savings Plan is a benefit plan reported by Barton Malow Holdings LLC under EIN 84-3081538 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,510 participants and $285,326,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barton Malow Holdings LLC
- EIN
- 84-3081538
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 1,510
- End-of-year plan assets
- $285,326,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,510 | H, C | 20241011081329NAL0021506497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $285,326,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $285,326,819
- Net assets (BOY)
- $228,282,678
Income & contributions
- Employer contributions
- $8,961,230
- Participant contributions
- $14,368,743
- Total contributions
- $26,016,533
- Total income / additions
- $68,153,195
Expenses & distributions
- Benefits paid
- $10,725,658
- Administrative expenses
- $383,385
- Total expenses
- $11,109,054
- Net increase / (decrease)
- $57,044,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $153,520 | $0 | 2023 |
| Merrill Lynch Retirement & Benefit | NONE | $108,088 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $98,507 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $26,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barton Malow Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- The Vanguard Group, Inc. — Schedule C compensation
- Merrill Lynch Retirement & Benefit — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation