2023 Form 5500 filing — B&A 401(K) Plan
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 20240820093639NAL0004259232001) for B&A 401(K) Plan, reported by Bart & Associates, LLC under EIN 52-6383142 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$24MReported net assets$23,968,209
Participants186
Provider compensation$24.1K2 Schedule C row(s)$24,125
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240820093639NAL0004259232001
- Plan sponsor
- Bart & Associates, LLC
- EIN
- 52-6383142
- Plan number
- 001
- Location
- Mclean, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,968,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,968,209
- Employer contributions
- $203,287
- Participant contributions
- $1,131,846
- Total income / additions
- $10,080,289
- Benefits paid
- $1,757,863
- Administrative expenses
- $64,146
- Total expenses
- $1,822,776
- Net increase / (decrease)
- $8,257,513
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Capital Group Investment | INVESTMENT ADVISOR | $21,837 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $2,288 | $0 |