Barton Family Enterprises, Inc. 401(K) Plan — Form 5500 plan (Barton Family Enterprises, 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 Family Enterprises, Inc. 401(K) Plan is a benefit plan reported by Barton Family Enterprises, Inc. under EIN 46-4681961 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $1,255,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barton Family Enterprises, Inc.
- EIN
- 46-4681961
- Plan number
- 001
- Plan type
- 2
- Location
- Allen, TX
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $1,255,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20241015125722NAL0048006720001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,255,818
- Net assets (EOY)
- $1,255,818
- Net assets (BOY)
- $1,307,967
Income & contributions
- Employer contributions
- $10,808
- Participant contributions
- $37,238
- Total income / additions
- -$48,174
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,975
- Total expenses
- $3,975
- Net increase / (decrease)
- -$52,149
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.