Plan5500

Bart & Associates, LLC Employee Benefit Plan (501) — Form 5500 plan (Bart & Associates, LLC)

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, Bart & Associates, LLC Employee Benefit Plan (501) is a benefit plan reported by Bart & Associates, LLC under EIN 52-6383142 and plan number 501. The latest loaded filing year is 2023. The filing reports 158 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants158Covered participants reported
Assets / participantNot reported
Provider compensation$138.9K4 Schedule C provider row(s)$138,894
Plan sponsor
Bart & Associates, LLC
EIN
52-6383142
Plan number
501
Plan type
2
Location
Mclean, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158C20240701122154NAL0004137633001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Capital Group (Armfield, HarrisBROKER$72,815not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$37,528not reported in the loaded dataset2023
The Benecon GroupBROKER$22,288not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$6,263not reported in the loaded dataset2023

Related Form 5500 pages