2023 Form 5500 filing — The Bartley Corporation Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010092134NAL0009848419001) for The Bartley Corporation Savings Plan, reported by The Bartley Corporation under EIN 52-0911834 and plan number 003. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092134NAL0009848419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bartley Corporation
- EIN
- 52-0911834
- Plan number
- 003
- Location
- Ashton, MD
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,073,970
- Total liabilities (EOY)
- $9,084
- Net assets (EOY)
- $9,064,886
- Employer contributions
- $74,022
- Participant contributions
- $436,150
- Total income / additions
- $1,950,682
- Benefits paid
- $452,206
- Administrative expenses
- $19,983
- Total expenses
- $583,938
- Net increase / (decrease)
- $1,366,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $7,606 | $5,908 |
| Fidelity Invest Inst Ops Co, LLC | RECORDKEEPER | $9,827 | not reported in the loaded dataset |