Plan5500

Bart & Associates, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 52-6383142) is a plan sponsor located in Mclean, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-6383142
Location
Mclean, VA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24MSummed across loaded plans$23,968,209
Total reported assets$24M$23,968,209
Total reported participants344
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$24MLiabilities$0
Contributions & income
Employer contributions$203.3K
Participant contributions$1.1M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%B&A 401(K) Plan
Participants per plan172Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    B&A 401(K) Plan$24M
    Plan #001 · 186 participants · 2023
  2. 2
    Bart & Associates, LLC Employee Benefit Plan (501)not reported in the loaded dataset
    Plan #501 · 158 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bart & Associates, LLC
YearPlanParticipantsSchedulesFiling
2023Bart & Associates, LLC Employee Benefit Plan (501)158C20240701122154NAL0004137633001
2023B&A 401(K) Plan186H, C20240820093639NAL0004259232001

Related Form 5500 pages