401k Plan data: DAVID BARNES 401(K) SAVINGS PLAN plan

DAVID BARNES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	DAVID BARNES 401(K) SAVINGS PLAN
Plan identification number	001

DAVID BARNES 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID BARNES & CO. has sponsored the creation of one or more 401k plans.

Company Name: DAVID BARNES & CO.

Employer identification number (EIN): 203140493

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID BARNES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 EMILIA PLOURDE
001 2017-01-01 EMILIA PLOURDE
001 2016-01-01 EMILIA PLOURDE
001 2015-01-01 EMILIA PLOURDE
001 2014-01-01 EMILIA PLOURDE
001 2013-01-01 EMILIA PLOURDE
001 2012-01-01 EMILIA PLOURDE
001 2011-01-01 EMILIA PLOURDE EMILIA PLOURDE 2013-03-13
001 2009-01-01 EMILIA PLOURDE

Plan Statistics for DAVID BARNES 401(K) SAVINGS PLAN

401k plan membership statisitcs for DAVID BARNES 401(K) SAVINGS PLAN

Measure Date Value
2022: DAVID BARNES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 66
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 91
Number of participants with account balances 2022-01-01 78
2021: DAVID BARNES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 64
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 86
Number of participants with account balances 2021-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID BARNES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 67
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 89
Number of participants with account balances 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID BARNES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 106
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID BARNES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 98
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 109
Number of participants with account balances 2018-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID BARNES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 94
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 102
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID BARNES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 107
Number of participants with account balances 2016-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID BARNES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 98
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 107
Number of participants with account balances 2015-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID BARNES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 98
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 105
Number of participants with account balances 2014-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID BARNES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 94
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 100
Number of participants with account balances 2013-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID BARNES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 87
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 95
Number of participants with account balances 2012-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID BARNES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 82
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 88
Number of participants with account balances 2011-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID BARNES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 75
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: DAVID BARNES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	66
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	91
Number of participants with account balances	2022-01-01	78
2021: DAVID BARNES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	64
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	86
Number of participants with account balances	2021-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID BARNES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	67
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	89
Number of participants with account balances	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID BARNES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	106
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID BARNES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	98
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	109
Number of participants with account balances	2018-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID BARNES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	94
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	102
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID BARNES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	107
Number of participants with account balances	2016-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID BARNES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	98
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	107
Number of participants with account balances	2015-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID BARNES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	98
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	105
Number of participants with account balances	2014-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID BARNES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	94
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	100
Number of participants with account balances	2013-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID BARNES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	87
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	95
Number of participants with account balances	2012-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID BARNES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	82
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	88
Number of participants with account balances	2011-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID BARNES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	75
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID BARNES 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : DAVID BARNES 401(K) SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-392,660
Expenses. Total of all expenses incurred	2022-12-31	$211,313
Benefits paid (including direct rollovers)	2022-12-31	$149,676
Total plan assets at end of year	2022-12-31	$3,837,768
Total plan assets at beginning of year	2022-12-31	$4,441,741
Value of fidelity bond covering the plan	2022-12-31	$11,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$177,071
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-569,731
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-603,973
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,837,768
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,441,741
Assets. Value of participant loans	2022-12-31	$106,196
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$22,041
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$39,596
2021 : DAVID BARNES 401(K) SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$755,374
Expenses. Total of all expenses incurred	2021-12-31	$640,313
Benefits paid (including direct rollovers)	2021-12-31	$586,109
Total plan assets at end of year	2021-12-31	$4,441,741
Total plan assets at beginning of year	2021-12-31	$4,326,680
Value of fidelity bond covering the plan	2021-12-31	$11,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$170,121
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$585,253
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$115,061
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,441,741
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,326,680
Assets. Value of participant loans	2021-12-31	$186,913
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$97
Value of corrective distributions	2021-12-31	$14,577
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$39,530
2020 : DAVID BARNES 401(K) SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$872,266
Expenses. Total of all expenses incurred	2020-12-31	$1,203,223
Benefits paid (including direct rollovers)	2020-12-31	$1,174,211
Total plan assets at end of year	2020-12-31	$4,326,680
Total plan assets at beginning of year	2020-12-31	$4,657,637
Value of fidelity bond covering the plan	2020-12-31	$11,000,000
Total contributions received or receivable from participants	2020-12-31	$285,304
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$494,680
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-330,957
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,326,680
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,657,637
Assets. Value of participant loans	2020-12-31	$231,990
Total contributions received or receivable from employer(s)	2020-12-31	$92,282
Value of certain deemed distributions of participant loans	2020-12-31	$562
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,450
2019 : DAVID BARNES 401(K) SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,278,396
Expenses. Total of all expenses incurred	2019-12-31	$397,974
Benefits paid (including direct rollovers)	2019-12-31	$364,209
Total plan assets at end of year	2019-12-31	$4,657,637
Total plan assets at beginning of year	2019-12-31	$3,777,215
Value of fidelity bond covering the plan	2019-12-31	$11,000,000
Total contributions received or receivable from participants	2019-12-31	$361,666
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$743,759
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$880,422
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,657,637
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,777,215
Assets. Value of participant loans	2019-12-31	$272,937
Total contributions received or receivable from employer(s)	2019-12-31	$172,971
Value of certain deemed distributions of participant loans	2019-12-31	$5,719
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,046
2018 : DAVID BARNES 401(K) SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$279,665
Expenses. Total of all expenses incurred	2018-12-31	$575,806
Benefits paid (including direct rollovers)	2018-12-31	$549,428
Total plan assets at end of year	2018-12-31	$3,777,215
Total plan assets at beginning of year	2018-12-31	$4,073,356
Value of fidelity bond covering the plan	2018-12-31	$11,000,000
Total contributions received or receivable from participants	2018-12-31	$351,507
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-245,858
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-296,141
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,777,215
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,073,356
Assets. Value of participant loans	2018-12-31	$218,400
Total contributions received or receivable from employer(s)	2018-12-31	$174,016
Value of certain deemed distributions of participant loans	2018-12-31	$212
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$26,166
2017 : DAVID BARNES 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,101,376
Expenses. Total of all expenses incurred	2017-12-31	$343,032
Benefits paid (including direct rollovers)	2017-12-31	$322,563
Total plan assets at end of year	2017-12-31	$4,073,356
Total plan assets at beginning of year	2017-12-31	$3,315,012
Value of fidelity bond covering the plan	2017-12-31	$11,000,000
Total contributions received or receivable from participants	2017-12-31	$325,751
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$3,848
Other income received	2017-12-31	$605,542
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$758,344
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,073,356
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,315,012
Assets. Value of participant loans	2017-12-31	$244,079
Total contributions received or receivable from employer(s)	2017-12-31	$166,235
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$20,469
2016 : DAVID BARNES 401(K) SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$708,792
Expenses. Total of all expenses incurred	2016-12-31	$43,969
Benefits paid (including direct rollovers)	2016-12-31	$23,037
Total plan assets at end of year	2016-12-31	$3,315,012
Total plan assets at beginning of year	2016-12-31	$2,650,189
Value of fidelity bond covering the plan	2016-12-31	$11,000,000
Total contributions received or receivable from participants	2016-12-31	$304,465
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$241,283
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$664,823
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,315,012
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,650,189
Assets. Value of participant loans	2016-12-31	$216,907
Total contributions received or receivable from employer(s)	2016-12-31	$163,044
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$20,932
2015 : DAVID BARNES 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$437,354
Expenses. Total of all expenses incurred	2015-12-31	$85,045
Benefits paid (including direct rollovers)	2015-12-31	$66,864
Total plan assets at end of year	2015-12-31	$2,650,189
Total plan assets at beginning of year	2015-12-31	$2,297,880
Value of fidelity bond covering the plan	2015-12-31	$11,000,000
Total contributions received or receivable from participants	2015-12-31	$286,541
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$3,654
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$352,309
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,650,189
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,297,880
Assets. Value of participant loans	2015-12-31	$173,828
Total contributions received or receivable from employer(s)	2015-12-31	$147,159
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,181
2014 : DAVID BARNES 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$463,821
Expenses. Total of all expenses incurred	2014-12-31	$40,387
Benefits paid (including direct rollovers)	2014-12-31	$25,699
Total plan assets at end of year	2014-12-31	$2,297,880
Total plan assets at beginning of year	2014-12-31	$1,874,446
Value of fidelity bond covering the plan	2014-12-31	$11,000,000
Total contributions received or receivable from participants	2014-12-31	$226,612
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$111,472
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$423,434
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,297,880
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,874,446
Assets. Value of participant loans	2014-12-31	$89,853
Total contributions received or receivable from employer(s)	2014-12-31	$125,737
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,688
2013 : DAVID BARNES 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$484,485
Expenses. Total of all expenses incurred	2013-12-31	$14,747
Benefits paid (including direct rollovers)	2013-12-31	$8,416
Total plan assets at end of year	2013-12-31	$1,874,446
Total plan assets at beginning of year	2013-12-31	$1,404,708
Value of fidelity bond covering the plan	2013-12-31	$11,000,000
Total contributions received or receivable from participants	2013-12-31	$150,796
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$270,899
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$469,738
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,874,446
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,404,708
Assets. Value of participant loans	2013-12-31	$101,736
Total contributions received or receivable from employer(s)	2013-12-31	$62,790
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,331
2012 : DAVID BARNES 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$361,938
Expenses. Total of all expenses incurred	2012-12-31	$24,612
Benefits paid (including direct rollovers)	2012-12-31	$22,097
Total plan assets at end of year	2012-12-31	$1,404,708
Total plan assets at beginning of year	2012-12-31	$1,067,382
Value of fidelity bond covering the plan	2012-12-31	$11,000,000
Total contributions received or receivable from participants	2012-12-31	$138,241
Contributions received from other sources (not participants or employers)	2012-12-31	$20,967
Other income received	2012-12-31	$143,564
Net income (gross income less expenses)	2012-12-31	$337,326
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,404,708
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,067,382
Assets. Value of participant loans	2012-12-31	$74,812
Total contributions received or receivable from employer(s)	2012-12-31	$59,166
Value of corrective distributions	2012-12-31	$235
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAVID BARNES 401(K) SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$130,148
Expenses. Total of all expenses incurred	2011-12-31	$24,887
Benefits paid (including direct rollovers)	2011-12-31	$21,916
Total plan assets at end of year	2011-12-31	$10,673,821
Total plan assets at beginning of year	2011-12-31	$962,121
Total contributions received or receivable from participants	2011-12-31	$94,472
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$30,689
Other income received	2011-12-31	$-36,217
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$105,261
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,673,821
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$962,121
Total contributions received or receivable from employer(s)	2011-12-31	$41,204
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$834
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID BARNES 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$228,454
Expenses. Total of all expenses incurred	2010-12-31	$35,427
Benefits paid (including direct rollovers)	2010-12-31	$32,283
Total plan assets at end of year	2010-12-31	$962,121
Total plan assets at beginning of year	2010-12-31	$769,094
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$76,347
Other income received	2010-12-31	$118,781
Net income (gross income less expenses)	2010-12-31	$193,027
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$962,121
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$769,094
Assets. Value of participant loans	2010-12-31	$41,781
Total contributions received or receivable from employer(s)	2010-12-31	$33,326
Value of corrective distributions	2010-12-31	$1,124
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAVID BARNES 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DAVID BARNES 401(K) SAVINGS PLAN

2022: DAVID BARNES 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID BARNES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID BARNES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID BARNES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID BARNES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID BARNES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID BARNES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID BARNES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID BARNES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID BARNES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID BARNES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID BARNES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID BARNES 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID BARNES & CO.
Employer identification number (EIN):	203140493
NAIC Classification:	332700