Barrett-Jackson 401(K) Plan — Form 5500 plan (Barrett-Jackson Auction Company, L.L.C.)
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, Barrett-Jackson 401(K) Plan is a benefit plan reported by Barrett-Jackson Auction Company, L.L.C. under EIN 86-0857597 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $4,217,394 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barrett-Jackson Auction Company, L.L.C.
- EIN
- 86-0857597
- Plan number
- 001
- Plan type
- 3
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $4,217,394
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241011154802NAL0022259201002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,217,394
- Net assets (EOY)
- $4,217,394
- Net assets (BOY)
- $3,223,848
Income & contributions
- Employer contributions
- $291,307
- Participant contributions
- $624,927
- Total contributions
- $1,052,224
- Total income / additions
- $1,699,679
Expenses & distributions
- Benefits paid
- $639,799
- Administrative expenses
- $66,334
- Total expenses
- $706,133
- Net increase / (decrease)
- $993,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Outsourcing, LLC | PLAN ADMINISTRATOR | $24,588 | not reported in the loaded dataset | 2023 |
| Wells Fargo Clearing Servcies, LLC | INVESTMENT ADIVSORY-PLAN | $18,080 | not reported in the loaded dataset | 2023 |
| Transamerica Retirment Solutions, L | RECORDKEEPER | $16,785 | $0 | 2023 |
| Fiduciary Outsourcing, LLC Dba Pma | TPA | $7,345 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barrett-Jackson Auction Company, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Fiduciary Outsourcing, LLC — Schedule C compensation
- Wells Fargo Clearing Servcies, LLC — Schedule C compensation
- Transamerica Retirment Solutions, L — Schedule C compensation
- Fiduciary Outsourcing, LLC Dba Pma — Schedule C compensation