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 & Loguidice, D.P.C. Profit Sharing & 401(K) Plan is a benefit plan reported by Barton & Loguidice, D.P.C. under EIN 16-1020368 and plan number 002. The latest loaded filing year is 2023. The filing reports 429 participants and $63,573,046 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,573,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,573,046
- Net assets (BOY)
- $50,681,669
Income & contributions
- Employer contributions
- $1,356,797
- Participant contributions
- $4,236,170
- Total contributions
- $5,703,494
- Total income / additions
- $15,854,427
Expenses & distributions
- Benefits paid
- $2,907,448
- Administrative expenses
- $55,602
- Total expenses
- $2,963,050
- Net increase / (decrease)
- $12,891,377