How many benefit plans does The Bartley Corporation report on Form 5500?

The Bartley Corporation (EIN 52-0911834) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Bartley Corporation?

The Employer Identification Number (EIN) reported for The Bartley Corporation is 52-0911834.

What is the latest Form 5500 filing year for The Bartley Corporation?

The latest loaded Form 5500 filing year for The Bartley Corporation is 2023.

The Bartley Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Bartley Corporation (EIN 52-0911834) is a plan sponsor located in Ashton, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 52-0911834
Location: Ashton, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,073,970
Total reported liabilities (EOY): $9,084
Total reported net assets (EOY): $9,064,886

Contributions & income

Employer contributions: $74,022
Participant contributions: $436,150
Total income / additions: $1,950,682

Expenses & distributions

Benefits paid / distributions: $452,206
Total expenses: $583,938
Net increase / (decrease): $1,366,744

Coverage

Total reported participants: 293
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Bartley Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Bartley Corporation Savings Plan	003	174	$9,073,970	2023
The Bartley Corporation Welfare Benefit Plan	501	119	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Bartley Corporation
Year	Plan	Participants	Schedules	Filing
2023	The Bartley Corporation Welfare Benefit Plan	119	—	20240528155544NAL0011016961001
2023	The Bartley Corporation Savings Plan	174	H, C	20241010092134NAL0009848419001