Original filing (PDF)20241031134115NAL0001921313001

BARNES & CONE, INC.

Name: BARNES & CONE, INC. — BARNES & CONE, INC. EMPLOYEES' DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2023)
Creator: BARNES & CONE, INC.

Form 5500-SF

FILING_RECEIVED

BARNES & CONE, INC. EMPLOYEES' DEFINED CONTRIBUTION PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARNES & CONE, INC..

Plan sponsor

Name

BARNES & CONE, INC.

EIN

15-0239440

Address

P. O. BOX 280 · 5894 COURT STREET ROAD · SYRACUSE, NY · 132060280

Phone

(315) 437-0305

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-10-31

Pension benefit codes

2C · Money purchase (other than target benefit)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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