Barton & Associates Inc 401k Profit Sharing Plan And Trust — Form 5500 plan (Barton & Associates Inc.)
Plain-English plan 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, Barton & Associates Inc 401k Profit Sharing Plan And Trust is a benefit plan reported by Barton & Associates Inc. under EIN 04-3582777 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $19,428,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barton & Associates Inc.
- EIN
- 04-3582777
- Plan number
- 001
- Plan type
- 2
- Location
- Peabody, MA
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $19,428,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20241011073229NAL0021483825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,428,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,428,915
- Net assets (BOY)
- $15,205,796
Income & contributions
- Employer contributions
- $525,335
- Participant contributions
- $2,090,955
- Total contributions
- $2,693,821
- Total income / additions
- $5,896,397
Expenses & distributions
- Benefits paid
- $1,575,006
- Administrative expenses
- $75,840
- Total expenses
- $1,673,278
- Net increase / (decrease)
- $4,223,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings Inc | CONTRACT ADMIN | $39,011 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $35,903 | $0 | 2023 |
| Guidance Point Retirement | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |