MICHAEL A. BARTH, APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
401k plan membership statisitcs for MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-22 | 5 |
| Total number of particpants at end of year | 2025-05-22 | 5 |
| Number of Participants With Account Balances | 2025-05-22 | 5 |
| 2024: MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-03-27 | 5 |
| Total number of particpants at end of year | 2024-03-27 | 5 |
| Number of Participants With Account Balances | 2024-03-27 | 5 |
| 2013: MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 1 |
| Total of all active and inactive participants | 2013-02-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
| Total participants | 2013-02-01 | 8 |
| Number of participants with account balances | 2013-02-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
| 2012: MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 1 |
| Total of all active and inactive participants | 2012-02-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
| Total participants | 2012-02-01 | 8 |
| Number of participants with account balances | 2012-02-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
| 2011: MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 1 |
| Total of all active and inactive participants | 2011-02-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
| Total participants | 2011-02-01 | 8 |
| Number of participants with account balances | 2011-02-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
| 2009: MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
| Total of all active and inactive participants | 2009-02-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
| Total participants | 2009-02-01 | 7 |
| Number of participants with account balances | 2009-02-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-22 | 215400 |
| Net assets as of the end of the plan year | 2025-05-22 | 4538368 |
| Total assets as of the beginning of the plan year | 2025-05-22 | 4119922 |
| Value of plan covered by a fidelity bond | 2025-05-22 | 600000 |
| Participant contributions to plan in this plan year | 2025-05-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-22 | 0 |
| Other contributions to plan in this plan year | 2025-05-22 | 0 |
| Other income to plan in this plan year | 2025-05-22 | 633846 |
| Plan net income in this plan year | 2025-05-22 | 418446 |
| Net assets as of the end of the plan year | 2025-05-22 | 4538368 |
| Net assets as of the beginning of the plan year | 2025-05-22 | 4119922 |
| Employer contributions to plan in this plan year | 2025-05-22 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-22 | 43800 |
| 2024 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-27 | 211500 |
| Net assets as of the end of the plan year | 2024-03-27 | 4119922 |
| Total assets as of the beginning of the plan year | 2024-03-27 | 3902207 |
| Value of plan covered by a fidelity bond | 2024-03-27 | 600000 |
| Participant contributions to plan in this plan year | 2024-03-27 | 0 |
| Other expenses paid from plan in this plan year | 2024-03-27 | 0 |
| Other contributions to plan in this plan year | 2024-03-27 | 0 |
| Other income to plan in this plan year | 2024-03-27 | 429215 |
| Plan net income in this plan year | 2024-03-27 | 217715 |
| Net assets as of the end of the plan year | 2024-03-27 | 4119922 |
| Net assets as of the beginning of the plan year | 2024-03-27 | 3902207 |
| Employer contributions to plan in this plan year | 2024-03-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-27 | 38600 |
| 2014 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-01-31 | $0 |
| Total plan liabilities at beginning of year | 2014-01-31 | $0 |
| Total income from all sources | 2014-01-31 | $471,032 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $47,000 |
| Benefits paid (including direct rollovers) | 2014-01-31 | $46,500 |
| Total plan assets at end of year | 2014-01-31 | $3,698,582 |
| Total plan assets at beginning of year | 2014-01-31 | $3,274,550 |
| Value of fidelity bond covering the plan | 2014-01-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-01-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-01-31 | $38,578 |
| Expenses. Other expenses not covered elsewhere | 2014-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-01-31 | $0 |
| Other income received | 2014-01-31 | $471,032 |
| Noncash contributions received | 2014-01-31 | $0 |
| Net income (gross income less expenses) | 2014-01-31 | $424,032 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $3,698,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $3,274,550 |
| Total contributions received or receivable from employer(s) | 2014-01-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-01-31 | $0 |
| Value of corrective distributions | 2014-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-31 | $500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-01-31 | $0 |
| 2013 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-01-31 | $0 |
| Total plan liabilities at end of year | 2013-01-31 | $0 |
| Total plan liabilities at beginning of year | 2013-01-31 | $0 |
| Total income from all sources | 2013-01-31 | $477,220 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $52,000 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $51,500 |
| Total plan assets at end of year | 2013-01-31 | $3,274,550 |
| Total plan assets at beginning of year | 2013-01-31 | $2,849,330 |
| Value of fidelity bond covering the plan | 2013-01-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-01-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-01-31 | $50,000 |
| Expenses. Other expenses not covered elsewhere | 2013-01-31 | $500 |
| Contributions received from other sources (not participants or employers) | 2013-01-31 | $0 |
| Other income received | 2013-01-31 | $477,220 |
| Noncash contributions received | 2013-01-31 | $0 |
| Net income (gross income less expenses) | 2013-01-31 | $425,220 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $3,274,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $2,849,330 |
| Total contributions received or receivable from employer(s) | 2013-01-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-01-31 | $0 |
| Value of corrective distributions | 2013-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-01-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-01-31 | $0 |
| 2012 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-01-31 | $0 |
| Total plan liabilities at end of year | 2012-01-31 | $0 |
| Total plan liabilities at beginning of year | 2012-01-31 | $0 |
| Total income from all sources | 2012-01-31 | $-103,866 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $232,576 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $232,076 |
| Total plan assets at end of year | 2012-01-31 | $2,849,330 |
| Total plan assets at beginning of year | 2012-01-31 | $3,185,772 |
| Value of fidelity bond covering the plan | 2012-01-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-01-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-01-31 | $5,856 |
| Expenses. Other expenses not covered elsewhere | 2012-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-01-31 | $0 |
| Other income received | 2012-01-31 | $-103,866 |
| Noncash contributions received | 2012-01-31 | $0 |
| Net income (gross income less expenses) | 2012-01-31 | $-336,442 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $2,849,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $3,185,772 |
| Assets. Value of participant loans | 2012-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-01-31 | $0 |
| Value of corrective distributions | 2012-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-01-31 | $500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-01-31 | $0 |
| 2011 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-01-31 | $0 |
| Total plan liabilities at end of year | 2011-01-31 | $0 |
| Total plan liabilities at beginning of year | 2011-01-31 | $0 |
| Total income from all sources | 2011-01-31 | $331,174 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $112,795 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $112,295 |
| Total plan assets at end of year | 2011-01-31 | $3,185,772 |
| Total plan assets at beginning of year | 2011-01-31 | $2,967,393 |
| Value of fidelity bond covering the plan | 2011-01-31 | $350,000 |
| Total contributions received or receivable from participants | 2011-01-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-01-31 | $8,421 |
| Expenses. Other expenses not covered elsewhere | 2011-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-01-31 | $0 |
| Other income received | 2011-01-31 | $331,174 |
| Noncash contributions received | 2011-01-31 | $0 |
| Net income (gross income less expenses) | 2011-01-31 | $218,379 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $3,185,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $2,967,393 |
| Assets. Value of participant loans | 2011-01-31 | $77,730 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-01-31 | $0 |
| Value of corrective distributions | 2011-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-01-31 | $500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-01-31 | $0 |
| 2010 : MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-01-31 | $0 |