401k Plan data: BARTLETT AND COMPANY PROFIT SHARING PLAN plan

BARTLETT AND COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	BARTLETT AND COMPANY PROFIT SHARING PLAN
Plan identification number	002

BARTLETT AND COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BARTLETT AND COMPANY LP has sponsored the creation of one or more 401k plans.

Company Name: BARTLETT AND COMPANY LP

Employer identification number (EIN): 454985878

NAIC Classification: 424500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTLETT AND COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MICHAEL KOEPPEN MICHAEL KOEPPEN 2018-10-08

Plan Statistics for BARTLETT AND COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for BARTLETT AND COMPANY PROFIT SHARING PLAN

Measure Date Value
2021: BARTLETT AND COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Total participants 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: BARTLETT AND COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 283
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 286
Total participants 2020-01-01 286
Number of participants with account balances 2020-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: BARTLETT AND COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 749
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 315
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 319
Total participants 2019-01-01 319
Number of participants with account balances 2019-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 59
2018: BARTLETT AND COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 713
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 563
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 185
Total of all active and inactive participants 2018-01-01 748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 749
Number of participants with account balances 2018-01-01 615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 97
2017: BARTLETT AND COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 730
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 674
Number of retired or separated participants receiving benefits 2017-01-01 39
Total of all active and inactive participants 2017-01-01 713
Total participants 2017-01-01 713
Number of participants with account balances 2017-01-01 713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 100

Measure	Date	Value
2021: BARTLETT AND COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Total participants	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: BARTLETT AND COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	283
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	286
Total participants	2020-01-01	286
Number of participants with account balances	2020-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: BARTLETT AND COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	749
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	315
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	319
Total participants	2019-01-01	319
Number of participants with account balances	2019-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	59
2018: BARTLETT AND COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	713
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	563
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	185
Total of all active and inactive participants	2018-01-01	748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	749
Number of participants with account balances	2018-01-01	615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	97
2017: BARTLETT AND COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	730
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	674
Number of retired or separated participants receiving benefits	2017-01-01	39
Total of all active and inactive participants	2017-01-01	713
Total participants	2017-01-01	713
Number of participants with account balances	2017-01-01	713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	100

Financial Data on BARTLETT AND COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2021 : BARTLETT AND COMPANY PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-10-31	$4,901
Total unrealized appreciation/depreciation of assets	2021-10-31	$4,901
Total transfer of assets from this plan	2021-10-31	$271,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-31	$0
Total income from all sources (including contributions)	2021-10-31	$4,895
Total loss/gain on sale of assets	2021-10-31	$-15
Total of all expenses incurred	2021-10-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-10-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-10-31	$0
Value of total assets at end of year	2021-10-31	$0
Value of total assets at beginning of year	2021-10-31	$266,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-10-31	$0
Total interest from all sources	2021-10-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2021-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-10-31	No
Was this plan covered by a fidelity bond	2021-10-31	Yes
Value of fidelity bond cover	2021-10-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-10-31	$1,111
Total non interest bearing cash at end of year	2021-10-31	$0
Total non interest bearing cash at beginning of year	2021-10-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-31	No
Value of net income/loss	2021-10-31	$4,895
Value of net assets at end of year (total assets less liabilities)	2021-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-10-31	$266,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-10-31	No
Were any leases to which the plan was party in default or uncollectible	2021-10-31	No
Assets. partnership/joint venture interests at end of year	2021-10-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-10-31	$93,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-10-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-10-31	$171,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-10-31	$171,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-10-31	$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-10-31	No
Has the plan failed to provide any benefit when due under the plan	2021-10-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-10-31	No
Did the plan have assets held for investment	2021-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-10-31	Yes
Aggregate proceeds on sale of assets	2021-10-31	$30,074
Aggregate carrying amount (costs) on sale of assets	2021-10-31	$30,089
Opinion of an independent qualified public accountant for this plan	2021-10-31	Unqualified
Accountancy firm name	2021-10-31	PICKETT, CHANEY AND MCMULLEN LLP
Accountancy firm EIN	2021-10-31	481246310
2020 : BARTLETT AND COMPANY PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-12,234
Total unrealized appreciation/depreciation of assets	2020-12-31	$-12,234
Total transfer of assets from this plan	2020-12-31	$30,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$-22,378
Total loss/gain on sale of assets	2020-12-31	$-11,480
Total of all expenses incurred	2020-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$266,253
Value of total assets at beginning of year	2020-12-31	$319,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$662
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$236
Other income not declared elsewhere	2020-12-31	$674
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-22,378
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$266,253
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$319,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$93,655
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$134,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$171,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$184,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$184,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$16,383
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$27,863
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PICKETT, CHANEY AND MCMULLEN LLP
Accountancy firm EIN	2020-12-31	481246310
2019 : BARTLETT AND COMPANY PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-39,974
Total unrealized appreciation/depreciation of assets	2019-12-31	$-39,974
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$49,238,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,990,489
Total loss/gain on sale of assets	2019-12-31	$-61,663
Total of all expenses incurred	2019-12-31	$10,378,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,378,211
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,525,988
Value of total assets at end of year	2019-12-31	$319,102
Value of total assets at beginning of year	2019-12-31	$47,946,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$550
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$96,811
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,555,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,552,882
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$427
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$91,789
Administrative expenses (other) incurred	2019-12-31	$550
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$60,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,611,728
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$319,102
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$47,946,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$134,862
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$185,731
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,063,256
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$1,150
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$925,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$184,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,630,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,630,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$95,661
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,799,758
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$22,061
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$3,525,988
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$4,858,639
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$2,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,378,211
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$15,050
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$206,164
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$3,035,613
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$3,097,276
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PICKETT, CHANEY AND MCMULLEN LLP
Accountancy firm EIN	2019-12-31	481246310
2018 : BARTLETT AND COMPANY PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-707,640
Total unrealized appreciation/depreciation of assets	2018-12-31	$-707,640
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$2,378,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,410,922
Total loss/gain on sale of assets	2018-12-31	$555,563
Total of all expenses incurred	2018-12-31	$8,537,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,536,307
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,268,579
Value of total assets at end of year	2018-12-31	$47,946,277
Value of total assets at beginning of year	2018-12-31	$57,451,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,175
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$62,407
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,645,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,642,761
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$34,066
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$47,202
Administrative expenses (other) incurred	2018-12-31	$1,175
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$60,870
Total non interest bearing cash at beginning of year	2018-12-31	$816,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-7,126,560
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$47,946,277
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$57,451,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$185,731
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$1,253,803
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$37,063,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$89,268
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$575
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$925,206
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,630,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$50,228,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$50,228,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$61,832
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,730
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,482,540
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$21,354
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$5,268,579
Employer contributions (assets) at end of year	2018-12-31	$4,858,639
Employer contributions (assets) at beginning of year	2018-12-31	$5,023,777
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$3,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,536,307
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$15,050
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$206,164
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$2,237,584
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,682,021
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	PICKETT, CHANEY AND MCMULLEN LLP
Accountancy firm EIN	2018-12-31	481246310
2017 : BARTLETT AND COMPANY PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-471,869
Total unrealized appreciation/depreciation of assets	2017-12-31	$-471,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,565,729
Total loss/gain on sale of assets	2017-12-31	$1,763,317
Total of all expenses incurred	2017-12-31	$6,753,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,753,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,023,777
Value of total assets at end of year	2017-12-31	$57,451,002
Value of total assets at beginning of year	2017-12-31	$52,639,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$799,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$781,418
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$34,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,277
Total non interest bearing cash at end of year	2017-12-31	$816,642
Total non interest bearing cash at beginning of year	2017-12-31	$3,666,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,811,971
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$57,451,002
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$52,639,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$1,253,803
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$11,451,484
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$89,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$28,076,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$50,228,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,725,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,725,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$20,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,451,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,023,777
Employer contributions (assets) at end of year	2017-12-31	$5,023,777
Employer contributions (assets) at beginning of year	2017-12-31	$4,922,932
Income. Dividends from common stock	2017-12-31	$17,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,753,758
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,771,754
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$14,255,287
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$12,491,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	PICKETT, CHANEY AND MCMULLEN LLP
Accountancy firm EIN	2017-12-31	481246310

Form 5500 Responses for BARTLETT AND COMPANY PROFIT SHARING PLAN

2021: BARTLETT AND COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARTLETT AND COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARTLETT AND COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARTLETT AND COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARTLETT AND COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

I1578

Policy instance

Insurance contract or identification number	I1578
Number of Individuals Covered	0
Insurance policy start date	2018-05-01
Insurance policy end date	2018-06-21
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

I1578

Policy instance

Insurance contract or identification number	I1578
Number of Individuals Covered	1
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

I1578

Policy instance

Insurance contract or identification number	I1578
Number of Individuals Covered	1
Insurance policy start date	2016-05-01
Insurance policy end date	2017-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BARTLETT AND COMPANY LP
Employer identification number (EIN):	454985878
NAIC Classification:	424500