2023 Form 5500 filing — Bart & Associates, LLC Employee Benefit Plan (501)

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701122154NAL0004137633001) for Bart & Associates, LLC Employee Benefit Plan (501), reported by Bart & Associates, LLC under EIN 52-6383142 and plan number 501. It reports 158 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants158
Provider compensation$138.9K4 Schedule C row(s)$138,894
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20240701122154NAL0004137633001
Plan sponsor
Bart & Associates, LLC
EIN
52-6383142
Plan number
501
Location
Mclean, VA
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $72.8K
  2. 2
    ADMIN · Direct $37.5K
  3. 3
    BROKER · Direct $22.3K
  4. 4
    PATIENT ADVOCATE · Direct $6.3K

Related Form 5500 pages