Department of Labor filing

BARTON & ASSOCIATES INC.

BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,046

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

531

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$179 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 7% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $779 · based on 282 comparable plans

Lower reported administrative expense7th percentileTypical peer $72 · based on 307 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BARTON & ASSOCIATES INC. reported $555,638 in employer contributions across the plan and 531 active participants. That works out to $1,046 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy82%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 24.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 1.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context45/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $555,638
Participant contributions: $2,072,478
Other contributions: $627,701
Employer share of reported contributions: 21.1%
Beginning assets: $19,428,915
Ending assets: $22,388,880
Ending net assets: $22,388,880
Ending liabilities: $0
Total income: $6,148,065
Total expenses: $3,188,100
Administrative expenses: $123,322
Participant loans: $373,511

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,390

2023

$943

2024

$1,046

Plan-paid administrative expenses per participant

2022

$181

2023

$139

2024

$179

Active participants

2022

415

2023

557

2024

531

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,046	531	22.4M	20251009064856NAL0010450880001
2023	$943	557	19.4M	20241011073229NAL0021483825001
2022	$1,390	415	15.2M	20231016151423NAL0038253873001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 043582777-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 11, 2007
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
GREAT WEST LIFE & ANNUITY INSURANCE	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009064856NAL0010450880001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗