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, B&A 401(K) Plan is a benefit plan reported by Bart & Associates, LLC under EIN 52-6383142 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $23,968,209 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,968,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,968,209
- Net assets (BOY)
- $15,710,696
Income & contributions
- Employer contributions
- $203,287
- Participant contributions
- $1,131,846
- Total contributions
- $7,142,077
- Total income / additions
- $10,080,289
Expenses & distributions
- Benefits paid
- $1,757,863
- Administrative expenses
- $64,146
- Total expenses
- $1,822,776
- Net increase / (decrease)
- $8,257,513