BARTON & COONEY, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : BARTON & COONEY 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-08 | 40408 |
| Net assets as of the end of the plan year | 2025-09-08 | 2745232 |
| Total assets as of the beginning of the plan year | 2025-09-08 | 2398817 |
| Value of plan covered by a fidelity bond | 2025-09-08 | 300000 |
| Participant contributions to plan in this plan year | 2025-09-08 | 121560 |
| Value of participant loans at end of plan year | 2025-09-08 | 5575 |
| Other expenses paid from plan in this plan year | 2025-09-08 | 0 |
| Other contributions to plan in this plan year | 2025-09-08 | 0 |
| Other income to plan in this plan year | 2025-09-08 | 247418 |
| Plan net income in this plan year | 2025-09-08 | 346415 |
| Net assets as of the end of the plan year | 2025-09-08 | 2745232 |
| Net assets as of the beginning of the plan year | 2025-09-08 | 2398817 |
| Employer contributions to plan in this plan year | 2025-09-08 | 17845 |
| Fees paid to broker by Benefit Provider | 2025-09-08 | 9672 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-08 | 5996 |
| 2024 : BARTON & COONEY 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-19 | 213748 |
| Net assets as of the end of the plan year | 2024-07-19 | 2398817 |
| Total assets as of the beginning of the plan year | 2024-07-19 | 2141875 |
| Value of plan covered by a fidelity bond | 2024-07-19 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-19 | 132230 |
| Value of participant loans at end of plan year | 2024-07-19 | 7000 |
| Other income to plan in this plan year | 2024-07-19 | 319379 |
| Plan net income in this plan year | 2024-07-19 | 256942 |
| Net assets as of the end of the plan year | 2024-07-19 | 2398817 |
| Net assets as of the beginning of the plan year | 2024-07-19 | 2141875 |
| Employer contributions to plan in this plan year | 2024-07-19 | 19081 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-19 | 7355 |
| 2022 : BARTON & COONEY 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 142997 |
| Net assets as of the end of the plan year | 2022-07-26 | 2399158 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2111673 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 122814 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 21846 |
| Other income to plan in this plan year | 2022-07-26 | 269784 |
| Plan net income in this plan year | 2022-07-26 | 287485 |
| Net assets as of the end of the plan year | 2022-07-26 | 2399158 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2111673 |
| Employer contributions to plan in this plan year | 2022-07-26 | 16038 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 7314 |
| 2014 : BARTON & COONEY 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $128,581 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $19,466 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $18,966 |
| Total plan assets at end of year | 2014-12-31 | $1,017,539 |
| Total plan assets at beginning of year | 2014-12-31 | $908,424 |
| Value of fidelity bond covering the plan | 2014-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $63,426 |
| Other income received | 2014-12-31 | $50,553 |
| Net income (gross income less expenses) | 2014-12-31 | $109,115 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,017,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $908,424 |
| Assets. Value of participant loans | 2014-12-31 | $29,150 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $14,602 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $500 |
| 2013 : BARTON & COONEY 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $186,560 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $7,733 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,668 |
| Total plan assets at end of year | 2013-12-31 | $908,424 |
| Total plan assets at beginning of year | 2013-12-31 | $729,597 |
| Value of fidelity bond covering the plan | 2013-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $57,649 |
| Other income received | 2013-12-31 | $115,547 |
| Net income (gross income less expenses) | 2013-12-31 | $178,827 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $908,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $729,597 |
| Assets. Value of participant loans | 2013-12-31 | $36,159 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,364 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $1,565 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $500 |
| 2012 : BARTON & COONEY 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $145,321 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,354 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $16,004 |
| Total plan assets at end of year | 2012-12-31 | $729,597 |
| Total plan assets at beginning of year | 2012-12-31 | $600,630 |
| Value of fidelity bond covering the plan | 2012-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $50,530 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $21,526 |
| Other income received | 2012-12-31 | $61,480 |
| Net income (gross income less expenses) | 2012-12-31 | $128,967 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $729,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $600,630 |
| Assets. Value of participant loans | 2012-12-31 | $32,351 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $11,785 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $350 |
| 2011 : BARTON & COONEY 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $44,214 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,200 |
| Total plan assets at end of year | 2011-12-31 | $600,630 |
| Total plan assets at beginning of year | 2011-12-31 | $557,916 |
| Value of fidelity bond covering the plan | 2011-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $39,339 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-4,366 |
| Net income (gross income less expenses) | 2011-12-31 | $42,714 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $600,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $557,916 |
| Assets. Value of participant loans | 2011-12-31 | $25,790 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $9,241 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $300 |
| 2010 : BARTON & COONEY 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $104,251 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $44,239 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $43,989 |
| Total plan assets at end of year | 2010-12-31 | $557,916 |
| Total plan assets at beginning of year | 2010-12-31 | $497,904 |
| Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $47,451 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $47,336 |
| Net income (gross income less expenses) | 2010-12-31 | $60,012 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $557,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $497,904 |
| Assets. Value of participant loans | 2010-12-31 | $25,310 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,464 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $250 |
