2023 Form 5500 filing — Barton Family Enterprises, Inc. 401(K) 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 20241015125722NAL0048006720001) for Barton Family Enterprises, Inc. 401(K) Plan, reported by Barton Family Enterprises, Inc. under EIN 46-4681961 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015125722NAL0048006720001
Filing year
2023
Form type
2
Plan sponsor
Barton Family Enterprises, Inc.
EIN
46-4681961
Plan number
001
Location
Allen, TX
Participants
16
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,255,818
Net assets (EOY)
$1,255,818
Employer contributions
$10,808
Participant contributions
$37,238
Total income / additions
-$48,174
Benefits paid
$0
Administrative expenses
$3,975
Total expenses
$3,975
Net increase / (decrease)
-$52,149
Schedule source
Schedule I

Related Form 5500 pages