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. 401(K) Profit Sharing Plan is a benefit plan reported by Bartlett & West, Inc. under EIN 48-0770612 and plan number 002. The latest loaded filing year is 2023. The filing reports 447 participants and $46,209,500 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,209,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,209,500
- Net assets (BOY)
- $38,243,157
Income & contributions
- Employer contributions
- $489,217
- Participant contributions
- $3,052,036
- Total contributions
- $4,060,902
- Total income / additions
- $10,665,924
Expenses & distributions
- Benefits paid
- $2,602,573
- Administrative expenses
- $97,008
- Total expenses
- $2,699,581
- Net increase / (decrease)
- $7,966,343