Original filing (PDF)20251201103008NAL0010216513001

BARSKY FLEMING MARKETING INC.

Name: BARSKY FLEMING MARKETING INC. — BARSKY-FLEMING MARKETING INC. SAFE-HARBOR 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BARSKY FLEMING MARKETING INC.

Form 5500-SF

FILING_RECEIVED

BARSKY-FLEMING MARKETING INC. SAFE-HARBOR 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARSKY FLEMING MARKETING INC..

Plan sponsor

Name

BARSKY FLEMING MARKETING INC.

EIN

23-2622451

Address

2080 WHEATSHEAF LANE · PHILADELPHIA, PA · 19124

Phone

(215) 289-5411

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-12-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Wholesale Trade plans

WILLIAM F. MILLER & ASSOCIATES

WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN

$6.4M · 12 participants

GEA OF TEXAS, INC.

GEA OF TEXAS, INC. 401(K) PLAN

$6.4M · 22 participants

WARD/DAVIS ASSOCIATES, INC.

WARD/DAVIS ASSOCIATES, INC. PROFIT SHARING PLAN

$6.4M · 18 participants

NH MED CARE ASSOCIATES, LLC

MED CARE ASSOCIATES, LLC 401(K) PLAN

$6.3M · 36 participants

NELSON & ASSOCIATES, INC.

NELSON & ASSOCIATES, INC. 401(K) PLAN