BARTELLS, PARMAN & PEASE LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L BARTELLS LTD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-03 | 297 |
| Net assets as of the end of the plan year | 2025-04-03 | 269100 |
| Total assets as of the beginning of the plan year | 2025-04-03 | 231236 |
| Value of plan covered by a fidelity bond | 2025-04-03 | 40000 |
| Other income to plan in this plan year | 2025-04-03 | 38161 |
| Plan net income in this plan year | 2025-04-03 | 37864 |
| Net assets as of the end of the plan year | 2025-04-03 | 269100 |
| Net assets as of the beginning of the plan year | 2025-04-03 | 231236 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-03 | 297 |
| 2024 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-17 | 93847 |
| Net assets as of the end of the plan year | 2024-07-17 | 231236 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 270331 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 40000 |
| Other income to plan in this plan year | 2024-07-17 | 54752 |
| Plan net income in this plan year | 2024-07-17 | -39095 |
| Net assets as of the end of the plan year | 2024-07-17 | 231236 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 270331 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 193 |
| 2014 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $27,873 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $443,271 |
| Total plan assets at beginning of year | 2014-12-31 | $415,398 |
| Other income received | 2014-12-31 | $27,873 |
| Net income (gross income less expenses) | 2014-12-31 | $27,873 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $443,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $415,398 |
| 2013 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $74,421 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $415,398 |
| Total plan assets at beginning of year | 2013-12-31 | $340,977 |
| Other income received | 2013-12-31 | $74,421 |
| Net income (gross income less expenses) | 2013-12-31 | $74,421 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $415,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $340,977 |
| 2012 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $82,278 |
| Total plan assets at end of year | 2012-12-31 | $340,977 |
| Total plan assets at beginning of year | 2012-12-31 | $258,699 |
| Other income received | 2012-12-31 | $82,278 |
| Net income (gross income less expenses) | 2012-12-31 | $82,278 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $340,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $258,699 |
| 2011 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-14,136 |
| Total plan assets at end of year | 2011-12-31 | $258,699 |
| Total plan assets at beginning of year | 2011-12-31 | $272,835 |
| Other income received | 2011-12-31 | $-44,136 |
| Net income (gross income less expenses) | 2011-12-31 | $-14,136 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $258,699 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $272,835 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,000 |
| 2010 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $56,320 |
| Total plan assets at end of year | 2010-12-31 | $272,835 |
| Total plan assets at beginning of year | 2010-12-31 | $216,515 |
| Other income received | 2010-12-31 | $45,320 |
| Net income (gross income less expenses) | 2010-12-31 | $56,320 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $272,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $216,515 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,000 |
| 2014: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
