2023 Form 5500 filing — Barton & Associates Inc 401k Profit Sharing Plan And Trust
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 20241011073229NAL0021483825001) for Barton & Associates Inc 401k Profit Sharing Plan And Trust, reported by Barton & Associates Inc. under EIN 04-3582777 and plan number 001. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011073229NAL0021483825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barton & Associates Inc.
- EIN
- 04-3582777
- Plan number
- 001
- Location
- Peabody, MA
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,428,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,428,915
- Employer contributions
- $525,335
- Participant contributions
- $2,090,955
- Total income / additions
- $5,896,397
- Benefits paid
- $1,575,006
- Administrative expenses
- $75,840
- Total expenses
- $1,673,278
- Net increase / (decrease)
- $4,223,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings Inc | CONTRACT ADMIN | $39,011 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $35,903 | $0 |
| Guidance Point Retirement | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset |