Barts Electric Company, Inc. Employees 401k Plan — Form 5500 plan (Barts Electric Company, 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, Barts Electric Company, Inc. Employees 401k Plan is a benefit plan reported by Barts Electric Company, Inc. under EIN 43-1671389 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $17,432,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barts Electric Company, Inc.
- EIN
- 43-1671389
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Valley, MO
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $17,432,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241008083814NAL0034182178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,432,379
- Total liabilities (EOY)
- $6,056
- Net assets (EOY)
- $17,426,323
- Net assets (BOY)
- $13,509,520
Income & contributions
- Employer contributions
- $1,172,920
- Participant contributions
- $1,210,111
- Total contributions
- $2,434,282
- Total income / additions
- $5,028,546
Expenses & distributions
- Benefits paid
- $1,015,807
- Administrative expenses
- $79,803
- Total expenses
- $1,111,743
- Net increase / (decrease)
- $3,916,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Svcs, LLC | INVESTMENT ADVISOR | $32,339 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,513 | $0 | 2023 |
| Mhm Retirement Plan Solutions | CONTRACT ADMIN | $10,539 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $7,739 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barts Electric Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Pleasant Valley, MO
- Cbiz Investment Advisory Svcs, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mhm Retirement Plan Solutions — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation