Original filing (PDF)20240220075416NAL0000563905001

BARKLEY VENTURES, INC.

Name: BARKLEY VENTURES, INC. — BARKLEY VENTURES 401(K) PLAN, Form 5500 (2023)
Creator: BARKLEY VENTURES, INC.

Form 5500-SF

FILING_RECEIVED

BARKLEY VENTURES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

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 BARKLEY VENTURES, INC..

Plan sponsor

Name

BARKLEY VENTURES, INC.

EIN

57-1189839

Address

13470 SUNSET LAKES CIRCLE · WINTER GARDEN, FL · 34787

Phone

(414) 406-5324

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

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

Service providers (Schedule C)

Small plans don't disclose service providers

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