Gregory D. Barton Cpa & Associates, Inc. 401(K) Plan — Form 5500 plan (Gregory D. Barton Cpa & Associates, 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, Gregory D. Barton Cpa & Associates, Inc. 401(K) Plan is a benefit plan reported by Gregory D. Barton Cpa & Associates, Inc. under EIN 95-4770856 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $556,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gregory D. Barton Cpa & Associates, Inc.
- EIN
- 95-4770856
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Springs, CA
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $556,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20241015094344NAL0027975265001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $556,596
- Net assets (EOY)
- $556,596
- Net assets (BOY)
- $379,556
Income & contributions
- Employer contributions
- $32,277
- Participant contributions
- $111,392
- Total income / additions
- $188,832
Expenses & distributions
- Benefits paid
- $6,610
- Administrative expenses
- $0
- Total expenses
- $11,792
- Net increase / (decrease)
- $177,040
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.