The Barton Group 401(K) Plan — Form 5500 plan (Barton Mines Corporation)
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, The Barton Group 401(K) Plan is a benefit plan reported by Barton Mines Corporation under EIN 23-1624372 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $38,097,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barton Mines Corporation
- EIN
- 23-1624372
- Plan number
- 002
- Plan type
- 2
- Location
- Glens Falls, NY
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $38,097,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241010190016NAL0021647185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,097,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,097,368
- Net assets (BOY)
- $36,330,009
Income & contributions
- Employer contributions
- $629,162
- Participant contributions
- $1,075,770
- Total contributions
- $1,852,914
- Total income / additions
- $6,411,258
Expenses & distributions
- Benefits paid
- $4,549,384
- Administrative expenses
- $75,932
- Total expenses
- $4,643,899
- Net increase / (decrease)
- $1,767,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $27,951 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $27,824 | $0 | 2023 |
| Barton Mines Company LLC Dba Barton | OTHER | $20,065 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $92 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barton Mines Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Glens Falls, NY
- Fiducient Advisors LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Barton Mines Company LLC Dba Barton — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation