The Bartley Corporation Savings Plan — Form 5500 plan (The Bartley 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 Bartley Corporation Savings Plan is a benefit plan reported by The Bartley Corporation under EIN 52-0911834 and plan number 003. The latest loaded filing year is 2023. The filing reports 174 participants and $9,073,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bartley Corporation
- EIN
- 52-0911834
- Plan number
- 003
- Plan type
- 2
- Location
- Ashton, MD
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $9,073,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241010092134NAL0009848419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,073,970
- Total liabilities (EOY)
- $9,084
- Net assets (EOY)
- $9,064,886
- Net assets (BOY)
- $7,698,142
Income & contributions
- Employer contributions
- $74,022
- Participant contributions
- $436,150
- Total contributions
- $510,172
- Total income / additions
- $1,950,682
Expenses & distributions
- Benefits paid
- $452,206
- Administrative expenses
- $19,983
- Total expenses
- $583,938
- Net increase / (decrease)
- $1,366,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $7,606 | $5,908 | 2023 |
| Fidelity Invest Inst Ops Co, LLC | RECORDKEEPER | $9,827 | not reported in the loaded dataset | 2023 |