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JOHN A. BARTLETT 401(K) PLAN 401k Plan overview

Plan NameJOHN A. BARTLETT 401(K) PLAN
Plan identification number 001

JOHN A. BARTLETT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN A. BARTLETT has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. BARTLETT
Employer identification number (EIN):161162718
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. BARTLETT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JOHN A. BARTLETT2023-10-04
0012021-01-01JOHN A. BARTLETT2022-04-08
0012020-01-01JOHN A. BARTLETT2021-07-26
0012019-01-01JOHN A. BARTLETT2020-09-25
0012018-01-01JOHN A. BARTLETT2019-10-09
0012017-01-01JOHN A. BARTLETT2018-10-09
0012016-01-01JOHN A. BARTLETT2017-06-26
0012015-01-01JOHN A. BARTLETT2016-06-17

Plan Statistics for JOHN A. BARTLETT 401(K) PLAN

401k plan membership statisitcs for JOHN A. BARTLETT 401(K) PLAN

Measure Date Value
2025: JOHN A. BARTLETT 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-12-168
Total number of particpants at end of year2025-12-168
Number of Participants With Account Balances2025-12-168
Total number of particpants at beginning of year2025-10-148
Total number of particpants at end of year2025-10-148
Number of Participants With Account Balances2025-10-148
2024: JOHN A. BARTLETT 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-118
Total number of particpants at end of year2024-10-118
Number of Participants With Account Balances2024-10-118

Financial Data on JOHN A. BARTLETT 401(K) PLAN

Measure Date Value
2025 : JOHN A. BARTLETT 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-12-160
Total liabilities as of the beginning of the plan year2025-12-160
Total expenses incurred by plan in this plan year2025-12-1676943
Net assets as of the end of the plan year2025-12-16366857
Total assets as of the beginning of the plan year2025-12-16336216
Value of plan covered by a fidelity bond2025-12-16150000
Participant contributions to plan in this plan year2025-12-1666269
Value of participant loans at end of plan year2025-12-1644072
Other income to plan in this plan year2025-12-1621044
Plan net income in this plan year2025-12-1630641
Net assets as of the end of the plan year2025-12-16366857
Net assets as of the beginning of the plan year2025-12-16336216
Employer contributions to plan in this plan year2025-12-1620271
Expensese paid to adminstrative service provicers from plan in this plan year2025-12-16845
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1476943
Net assets as of the end of the plan year2025-10-14363624
Total assets as of the beginning of the plan year2025-10-14336216
Value of plan covered by a fidelity bond2025-10-14150000
Participant contributions to plan in this plan year2025-10-1466270
Value of participant loans at end of plan year2025-10-1444072
Other income to plan in this plan year2025-10-1421044
Plan net income in this plan year2025-10-1427408
Net assets as of the end of the plan year2025-10-14363624
Net assets as of the beginning of the plan year2025-10-14336216
Employer contributions to plan in this plan year2025-10-1417037
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14845
2024 : JOHN A. BARTLETT 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1113335
Net assets as of the end of the plan year2024-10-11336216
Total assets as of the beginning of the plan year2024-10-11257549
Value of plan covered by a fidelity bond2024-10-11150000
Participant contributions to plan in this plan year2024-10-1164673
Value of participant loans at end of plan year2024-10-1122188
Other income to plan in this plan year2024-10-1120178
Plan net income in this plan year2024-10-1178667
Net assets as of the end of the plan year2024-10-11336216
Net assets as of the beginning of the plan year2024-10-11257549
Employer contributions to plan in this plan year2024-10-117151
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11370

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