2023 Form 5500 filing — Bartco Lighting, Inc. 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 20240826165108NAL0016135520001) for Bartco Lighting, Inc. 401(K) Plan, reported by Bartco Lighting, Inc. under EIN 33-0809741 and plan number 001. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,744,168
Participants52
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826165108NAL0016135520001
Plan sponsor
Bartco Lighting, Inc.
EIN
33-0809741
Plan number
001
Location
Huntington Beach, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$913K
Benefits paid / distributions$889.3K
Contributions
Employer$63.8K
Participant$107.9K
Full reported line items
Total assets (EOY)
$5,744,168
Total liabilities (EOY)
$0
Net assets (EOY)
$5,744,168
Employer contributions
$63,796
Participant contributions
$107,907
Total income / additions
$1,046,123
Benefits paid
$889,287
Administrative expenses
$23,760
Total expenses
$913,047
Net increase / (decrease)
$133,076

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826165108NAL0016135520001 cover?
It is the 2023 Form 5500 filing for Bartco Lighting, Inc. 401(K) Plan, reported by Bartco Lighting, Inc. (EIN 33-0809741).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages