Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement — Form 5500 plan (Barkley Ag Enterprises, 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, Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement is a benefit plan reported by Barkley Ag Enterprises, LLC under EIN 86-0889844 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $8,431,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barkley Ag Enterprises, LLC
- EIN
- 86-0889844
- Plan number
- 001
- Plan type
- 2
- Location
- Yuma, AZ
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $8,431,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241008093621NAL0033254178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,431,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,431,278
- Net assets (BOY)
- $6,701,712
Income & contributions
- Employer contributions
- $412,733
- Participant contributions
- $753,587
- Total contributions
- $1,166,320
- Total income / additions
- $2,251,438
Expenses & distributions
- Benefits paid
- $468,594
- Administrative expenses
- $53,278
- Total expenses
- $521,872
- Net increase / (decrease)
- $1,729,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $49,789 | $0 | 2023 |
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $22,759 | 2023 |
| Cbiz Benefits & Insurance Svcs Inc | THIRD PARTY ADMIN. | $3,425 | $6,496 | 2023 |
| Morningstar Investment Mgmt | INVESTMENT ADVISORY | $63 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barkley Ag Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Yuma, AZ
- Voya Retirement Ins & Annuity Co. — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Cbiz Benefits & Insurance Svcs Inc — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation