Bartlett & West, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bartlett & West, 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, Bartlett & West, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bartlett & West, Inc. under EIN 48-0770612 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $60,104,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bartlett & West, Inc.
- EIN
- 48-0770612
- Plan number
- 001
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $60,104,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H | 20240815120855NAL0022412304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,104,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,104,832
- Net assets (BOY)
- $48,901,831
Income & contributions
- Employer contributions
- $6,800,000
- Total contributions
- $6,800,000
- Total income / additions
- $15,321,573
Expenses & distributions
- Benefits paid
- $4,118,572
- Administrative expenses
- $0
- Total expenses
- $4,118,572
- Net increase / (decrease)
- $11,203,001
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.