BARRETT SOLUTIONS, INC. RETIREMENT TRUST 401k Plan overview
| Plan Name | BARRETT SOLUTIONS, INC. RETIREMENT TRUST |
| Plan identification number | 001 |
BARRETT SOLUTIONS, INC. RETIREMENT TRUST Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
- 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.
- Participant-directed brokerage accounts provided as an investment option under the plan.
- 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.
- Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
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401k Sponsoring company profile
BARRETT SOLUTIONS INC has sponsored the creation of one or more 401k plans.
| Company Name: | BARRETT SOLUTIONS INC |
| Employer identification number (EIN): | 352481769 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
Additional information about BARRETT SOLUTIONS INC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2013-10-29 |
| Company Identification Number: | P13000088566 |
| Legal Registered Office Address: |
709 CAPE CORAL PKWY W
CAPE CORAL
33914
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More information about BARRETT SOLUTIONS INC
Form 5500 Filing Information
Submission information for form 5500 for 401k plan BARRETT SOLUTIONS, INC. RETIREMENT TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2023-01-01 | DENISE BARRETT | 2024-10-15 | | |
| 001 | 2022-01-01 | DENISE BARRETT | 2023-10-13 | | |
| 001 | 2021-01-01 | DENISE BARRETT | 2022-10-14 | | |
| 001 | 2020-01-01 | DENISE BARRETT | 2021-10-14 | | |
| 001 | 2019-01-01 | DENISE BARRETT | 2020-09-10 | | |
| 001 | 2018-01-01 | DENISE BARRETT | 2019-08-15 | | |
| 001 | 2017-01-01 | DENISE BARRETT | 2018-10-10 | | |
| 001 | 2016-01-01 | DENISE BARRETT | 2017-07-27 | | |
| 001 | 2015-01-01 | DENISE BARRETT | 2017-07-24 | | |
| 001 | 2014-01-01 | DENISE BARRETT | | DENISE BARRETT | 2015-07-24 |
Plan Statistics for BARRETT SOLUTIONS, INC. RETIREMENT TRUST
401k plan membership statisitcs for BARRETT SOLUTIONS, INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2014: BARRETT SOLUTIONS, INC. RETIREMENT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Number of employers contributing to the scheme | 2014-01-01 | 3 |
Form 5500 Responses for BARRETT SOLUTIONS, INC. RETIREMENT TRUST
| 2014: BARRETT SOLUTIONS, INC. RETIREMENT TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 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 | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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