401k Plan data: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN plan

BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN
Plan identification number	002

BARBER ENTERPRISES 401(K) PROFIT SHARING 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.
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)).

401k Sponsoring company profile

BARBER OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: BARBER OIL CO., INC.

Employer identification number (EIN): 251157073

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 CAROL WESTLEY 2020-07-24 CAROL WESTLEY 2020-07-24
002 2018-01-01 CAROL WESTLEY 2019-07-30 CAROL WESTLEY 2019-07-30
002 2017-01-01 CAROL WESTLEY 2018-08-07 CAROL WESTLEY 2018-08-07
002 2017-01-01 CAROL WESTLEY 2018-07-29 CAROL WESTLEY 2018-07-29
002 2016-01-01 CAROL WESTLEY 2017-10-05 CAROL WESTLEY 2017-10-05
002 2015-01-01 CAROL A. WESTLEY 2016-07-07
002 2013-01-01 CAROL A. WESTLEY 2014-06-10
002 2012-01-01 CAROL A. WESTLEY 2013-07-03
002 2011-01-01 CAROL A WESTLEY 2012-06-27 CAROL A WESTLEY 2012-06-27
002 2009-01-01 CAROL A. WESTLEY CAROL A. WESTLEY 2010-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	CAROL WESTLEY	2020-07-24	CAROL WESTLEY	2020-07-24
002	2018-01-01	CAROL WESTLEY	2019-07-30	CAROL WESTLEY	2019-07-30
002	2017-01-01	CAROL WESTLEY	2018-08-07	CAROL WESTLEY	2018-08-07
002	2017-01-01	CAROL WESTLEY	2018-07-29	CAROL WESTLEY	2018-07-29
002	2016-01-01	CAROL WESTLEY	2017-10-05	CAROL WESTLEY	2017-10-05
002	2015-01-01	CAROL A. WESTLEY	2016-07-07
002	2013-01-01	CAROL A. WESTLEY	2014-06-10
002	2012-01-01	CAROL A. WESTLEY	2013-07-03
002	2011-01-01	CAROL A WESTLEY	2012-06-27	CAROL A WESTLEY	2012-06-27
002	2009-01-01	CAROL A. WESTLEY		CAROL A. WESTLEY	2010-07-01

Plan Statistics for BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 23
Total number of particpants at end of year 2025-10-14 18
Number of Participants With Account Balances 2025-10-14 18
2024: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-12 23
Total number of particpants at end of year 2024-10-12 22
Number of Participants With Account Balances 2024-10-12 18
2009: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
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 1
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2025: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	23
Total number of particpants at end of year	2025-10-14	18
Number of Participants With Account Balances	2025-10-14	18
2024: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-12	23
Total number of particpants at end of year	2024-10-12	22
Number of Participants With Account Balances	2024-10-12	18
2009: BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
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	1
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-14	0
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	214782
Net assets as of the end of the plan year	2025-10-14	4928115
Total assets as of the beginning of the plan year	2025-10-14	4112381
Value of plan covered by a fidelity bond	2025-10-14	492811
Participant contributions to plan in this plan year	2025-10-14	150761
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	0
Other income to plan in this plan year	2025-10-14	826816
Plan net income in this plan year	2025-10-14	815734
Net assets as of the end of the plan year	2025-10-14	4928115
Net assets as of the beginning of the plan year	2025-10-14	4112381
Employer contributions to plan in this plan year	2025-10-14	52939
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	27489
2024 : BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-12	0
Total liabilities as of the end of the plan year	2024-10-12	0
Total liabilities as of the beginning of the plan year	2024-10-12	0
Total expenses incurred by plan in this plan year	2024-10-12	40604
Net assets as of the end of the plan year	2024-10-12	4112381
Total assets as of the beginning of the plan year	2024-10-12	3220559
Value of plan covered by a fidelity bond	2024-10-12	411238
Participant contributions to plan in this plan year	2024-10-12	155919
Other expenses paid from plan in this plan year	2024-10-12	0
Other contributions to plan in this plan year	2024-10-12	0
Other income to plan in this plan year	2024-10-12	729739
Plan net income in this plan year	2024-10-12	891822
Net assets as of the end of the plan year	2024-10-12	4112381
Net assets as of the beginning of the plan year	2024-10-12	3220559
Employer contributions to plan in this plan year	2024-10-12	46768
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-12	21991
2010 : BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$204,638
Expenses. Total of all expenses incurred	2010-12-31	$70,473
Benefits paid (including direct rollovers)	2010-12-31	$62,867
Total plan assets at end of year	2010-12-31	$801,735
Total plan assets at beginning of year	2010-12-31	$667,570
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$59,478
Other income received	2010-12-31	$121,116
Net income (gross income less expenses)	2010-12-31	$134,165
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$801,735
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$667,570
Assets. Value of participant loans	2010-12-31	$59
Total contributions received or receivable from employer(s)	2010-12-31	$24,044
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,606
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BARBER ENTERPRISES 401(K) PROFIT SHARING 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 BARBER ENTERPRISES 401(K) PROFIT SHARING PLAN

2009: BARBER ENTERPRISES 401(K) PROFIT SHARING 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF1J19K
Policy instance	1

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Company Name:	BARBER OIL CO., INC.
Employer identification number (EIN):	251157073
NAIC Classification:	424700